At Three Cord True Wealth Management, we're more than financial advisors; we're your dedicated partners on the path towards achieving your financial goals. With decades of experience, a deep understanding of the financial industry, and a commitment to personalized service, we empower individuals and small businesses to pursue their goals.
Our approach is holistic, addressing your unique financial needs while optimizing tax strategies. For small businesses, we strive to simplify 401(k) plan administration so you can deliver great benefits to your employees and remove added responsibilities so you can focus on growing your business. We believe in a transparent, client-centric model that fosters strong relationships and adapts to your changing circumstances.
Our credentialed team of professionals is here to guide you through life's financial challenges and opportunities. Your dreams are our mission, and together, we'll create a roadmap that aims to make them a reality.
About Our Credentials
Reflecting our commitment to delivering comprehensive strategies for our clients, our team prioritizes education and accreditation. Among the designations that members of our team have earned are:
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
To some, the letters after our name may seem like alphabet soup, but the reality is that they reflect thousands of hours of study and hard work. We committed this effort, and the ongoing effort of continuing education to retain our designations because we believe that our clients deserve nothing but the best advice we can possibly deliver.
Consider the value of just one designation that several of our financial planners possess: The Certified Financial Planner™ designation. What sets a CFP® professional apart?
When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most importantly, a CFP® professional has made a commitment to the CFP Board to act in the best interests of their client.
