People Committed To Success
Tuyyo is committed to providing the maximum value to a limited number of clients, while properly advising them on an ongoing bases. To provide the greatest value to our clients, without sacrificing quality, we limit our practice to 50 clients accumulating wealth and 50 clients preserving wealth. We want to ensure that our relationship is based on mutual respect and kindness. Our clients understand being proactive, intentional, and committed to goals are what foster success. Willingness and desire are needed for you to achieve your most important aspirations.
People Looking For A Life-Long, Trusted Advisor
We want to grow and share our lives with you! Our clients understand the success of their retirement and financial goals are too important to be accomplished alone. They understand the value of having an experts' guidance and hope to establish a life-long relationship with an advisor. It is our intention to continuously earn the privilege to serve them and their families.
Professionals & Couples Starting Families
(We have a 50 client household capacity to ensure quality & service are never sacrificed!)
Our comprehensive approach to planning offers the most value for those who have more complex financial lives. This leads us to typically work with individuals earning $100k+ per year, or couples earning $200k+ per year.
Retired, Or Close To It
(We have a 50 client household capacity to ensure quality & service are never sacrificed!)
We specialize in people who are retired or those within five years from this milestone. This allows us to tailor our services and expertise to the unique needs of retirees. We do not have a firm minimum, but we typically work best with (pre)retirees who have $500k+ in assets to manage.