Brett Tushingham, CFP®
Proactive retirement planning for entrepreneurs.
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Tushingham Wealth Strategies
Brett Tushingham, CFP®
Wilmington, North Carolina
Serving Clients Nationwide
Proactive retirement planning for entrepreneurs.
Areas of Focus
- Choosing a Financial Advisor
- Investment Management
- Owning a Business
- Retiring Early (F.I.R.E)
- Setting Up Retirement Accounts
About Me
Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) and owner of Tushingham Wealth Strategies. I've been providing retirement planning advice for almost twenty years and specialize in helping families answer questions such as do I have enough assets to retire, when should I start Social Security, and how do I minimize my taxes.In working with business owners, executives, and physicians one thing has become clear. They have been underserved by the financial services industry, sold products they don't need, and offered little in the way of financial advice. This is why I developed my "Personal CFO" service. The ultimate goal is to provide entrepreneurs with proactive advice and simplify their finances so they can live their ideal life.
With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years.
Since 2003, I have utilized my Wall Street experience and CFP® (Certified Financial Planner) certification to manage and grow my financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.
When not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC. My wife Kim “sells cancer”, or that’s what my kids say. She’s actually a director in the pharmaceutical industry. My boys, Reece and Ryder, aren’t really boys anymore. They’re both almost as tall as me, love playing guitar and basketball, and like to remind me how grey my hair is becoming.
We love traveling as a family but always enjoy coming home to Wilmington, NC. We’ve lived here since 2010 and absolutely love it. We support the Make-A-Wish Foundation, I can’t think of a better cause, and try and get on our boat every chance we get.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- CFP Board
Location
900, Midnight Channel Road, Wilmington, North Carolina, 28403
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
It all starts with a phone call or coffee to better understand your concerns and goals for financial planning, to tell you a little bit about how we work with clients, and to answer any questions you might have. If we can add value and we're a good fit we will send you a brief online questionnaire. This will help us develop your "free" one-page financial plan that we will discuss at your next meeting. We will explain how to lower your taxes, optimize your investments, and fine-tune your retirement plan. There's absolutely no pressure in making a decision. If you agree that we can provide value and want to work together then we will schedule a planning meeting for a more comprehensive review of your finances. If not, we can help you find another advisor who is a better fit.Offers Investment Management
Yes
About our Firm
At Tushingham Wealth Strategies, we offer proactive retirement planning that encompasses every aspect of your financial life. Think of us as your financial concierge.From minimizing your taxes to investing more wisely, and optimizing your income. Our mission is to provide financial advice that helps you obtain better outcomes and simplify your finances, so you can live your ideal life.
We provide value in three ways.
We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals.
We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with.
We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible.
We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide in helping you navigate those changes with greater clarity and confidence.
To help determine what value we can add and if we’re a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.
Education
Pace University BBA Finance
Volunteer Experience
Make-A-Wish
Awards and Honors
Languages
- English
Hobbies and Interests
- Beach
- Boating
- Exercising
- Family
- Hockey
- Sports
- Traveling
- Volunteering
- Wine
- Working Out
FINRA Lookup
Who We Serve
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Financial Independence Retire Early (FIRE)
- Healthcare Professionals
- Investors
- Living in Retirement
- Single Women
- Widow
- Women in Transition
- Women Professionals
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