Tungsten Wealth Management

At Tungsten Wealth, we understand that navigating the complexities of financial planning can be overwhelming. That's why we're dedicated to providing personalized guidance and expert advice to help you achieve your financial goals. Our team of certified financial planners is committed to empowering our clients with the knowledge and tools they need to make informed decisions about their financial future.

Our Story

As we explored the properties of tungsten, a metal known for its toughness, resilience, and unique ability to convert energy into light, we were inspired by its name and the light it sheds on the path forward. This metaphor applies to our approach to financial planning: providing a guided path to help our clients illuminate their financial futures.

Meet Our Team

We're proud to introduce our team of experienced and certified financial planners, who share a passion for helping individuals, families, and businesses achieve their financial objectives. Our team includes:

• Shawn Peschke, CFP, CWS, Managing Partner & Wealth Advisor
• Rob Frits, CFP, CWS, Managing Partner & Wealth Advisor
• Paul Peterson, Wealth Advisor
• Paul Aragona, Wealth Advisor
• Dirk Coetzee, Wealth Advisor
• Sarah Alvarez, Office Manager
• Tanya Jeter, Director of Client Experience
• Diana Smith (In Memory), Director of Client Relations

Why Choose a CFP Professional?

As a CERTIFIED FINANCIAL PLANNER professional, you can trust that we have undergone rigorous training and have extensive experience in 72 areas of financial expertise. With us, you'll find a financial partner committed to working in your best interest and dedicated to creating a comprehensive plan tailored to your unique needs.

Our Services

We offer a range of services designed to help you achieve your financial goals, including:

• Retirement Planning: We'll guide you in creating a personalized plan to help you enjoy your retirement years with confidence.
• Tax Planning: Our team will help you understand the complex tax laws and minimize your tax burden while ensuring compliance.
• Estate Planning: We'll work with you to create an effective estate plan, ensuring the distribution of your assets according to your wishes.
• Wealth Management: Our disciplined approach will help you preserve and grow your wealth over the long term.
• Risk Management: We'll help you identify and mitigate risks that could impact your financial well-being.

Let's Get Started

If you're looking for personalized financial guidance and expert advice, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.