Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
With a CFP professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan. At Tungsten Wealth Management we serve our client's as an Investment Fiduciary. This means we are legally required to put our client's best interests first.
With a CFP professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan. At Tungsten Wealth Management we serve our client's as an Investment Fiduciary. This means we are legally required to put our client's best interests first.
Services
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. The foundation of Tungsten Wealth Management was shaped on the idea of simplifying the complex.
In an ever increasing complicated financial services industry we aim to be a light for those looking for clarity and guidance - a light to help clients find and stay on track toward achieving their financial goals.As an independent firm, we are free from any proprietary products or services that others may be required to push.
In an ever increasing complicated financial services industry we aim to be a light for those looking for clarity and guidance - a light to help clients find and stay on track toward achieving their financial goals.As an independent firm, we are free from any proprietary products or services that others may be required to push.
Shawn is Managing Partner and Senior Wealth Advisor for Tungsten Wealth Management. With more than 20 years of investing and helping others navigate the choppy waters of Financial Planning, Shawn truly enjoys helping clients simplify complex financial issues. Shawn began honing his core beliefs in the '90s while attending Texas A&M University.
As your trusted advisor, we're focused on enhancing your financial well-being while adding convenience and simplicity to your life. Whether you're investing hundreds or millions, our promise is to treat your families' financial future with every bit the same care and consideration we use in managing our own.
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