Wealth Management and Financial Planning

At Three Cord, we take a holistic approach to financial planning. We shape our guidance around your unique goals, and we consider all of your risks and circumstances.

The three cords in our name refer to the most important elements of true wealth management — wealth management, tax strategies, and employer plan services. Working with our clients, we craft financial plans that address the impact of all three of these cords on their current and future well-being.

Each of our plans is as distinct as our clients, and they include retirement planning, investment strategies, insurance services, college planning, distribution planning, and more. How can we help you enjoy today and prepare for tomorrow?

Why Should You Use Three Cord for Wealth Management/Financial Planning?

Why Should You Use Three Cord for Wealth Management/Financial Planning?

When you select us for wealth management services, you don't just receive financial reports. You also get a team of professionals working on your behalf. We provide responsive, hands-on attention to all of our clients. Our holistic support includes private wealth management, tax planning strategies, and business services.

Diverse professional designations give us enhanced perspectives on financial decisions. Our team includes Certified Public Accountants (CPAs), Chartered Financial Analysts (CFAs) Certified Financial Planners (CFPs), and Masters of Business Administration (MBA).

What Do Clients Receive When Working With Three Cord?

Working with Three Cord, you'll receive financial reports, letters, and answers to your questions. All of our clients receive personalized attention and a whole team of people devoted to their wealth management and tax planning.

Professionals associated with Three Cord True Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, and not affiliated with LPL Financial. Tax-related services offered through Three Cord True Wealth Tax Solutions, DBA [Three Cord True Wealth Management]. Three Cord True Wealth Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax-related services.