Brett Tushingham

Brett Tushingham

CFP®

Brett is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and develop a plan for retirement.

  • About Brett
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Managing Member and COO at Tushingham Wealth Strategies
Address
5351 Old Garden Rd.
Wilmington NC, 28403
Phone
(866) 505-9016
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About Brett

Tushingham Wealth Strategies provides "Personal CFO" services that integrate college and retirement planning into one strategy.

Thanks for visiting Tushingham Wealth Strategies. Our goal is to help families proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry free. One of our most passionate topics is helping families navigate the complex college planning process. With some colleges now costing over $270,000 it is more important than ever for families to determine their best strategy to pay for college and protect their assets and income for r...

Education

  • BBA, Finance, Pace University

Certifications

Registrations
Designations
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Insurance License
  • NC: #7739143

Typical Clients & Fee Structure

Typical Clients

Business Owners
Doctors/physicians
Executives

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina