Financial Services Professional

Brett Tushingham, CFP®

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”, 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 $265,000 it is more important than ever for families to determine their best strategy to pay for college and protect their assets and income for retirement. This is why our “Personal CFO” services integrate college and retirement planning into one strategy.      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® certification to manage and grow a successful financial planning business in Wilmington, NC where I act as a fiduciary for select individuals and businesses.   *Please visit tushinghamwealth.com, email me at brett@tushinghamwealth.com or call 866-505-9016.     When not serving as financial advisor for my clients, nothing is better than family time in Wilmington, NC. I love being on our boat, catching a hockey game or sitting down to an 80s sitcom with my wife Kim and our two sons, Reece and Ryder. I also volunteer my passion and my time to Make-A-Wish Foundation. Helping others is important to me both personally and professionally.   Specialties:   • College Planning  • Wealth Management • Social Security Optimization • Financial Planning • Retirement Planning • Asset Management