We seek to offer the wealth management experience we believe your family deserves.
We provide customized financial life management for high-net-worth individuals, families, and successful businesses. We seek to do more and be more for our clients – here’s how.
Meet Our Team
People make the difference. We believe we are blessed with great people who share a common mission and purpose.
Meet The Team
We believe the right people lead to an exceptional service experience. An exceptional service experience could lead to more fulfilling outcomes for you and your family. Come meet some of the people committed to helping you connect your wealth and purpose.
How We Help
Explore our solutions 
Your journey is not about any one topic or issue; it requires knowledge, coordination, and exploration across all aspects of your financial life to help you live the life you want.
We share an understanding we are charged with a critical task for our clients and it’s this mission that drives us to offer a more comprehensive wealth management experience. Whether you’re an individual, family, and/or business owner, it’s these services that can help you work towards achieving the life you want.
News & Views
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TFO Wealth Partners
Forbes Best-In-State Wealth Advisors
TFO Wealth Partners President and Family Wealth Strategist Brady Fineske has once again been recognized by Forbes Magazine as a 2024 Best-in-State Wealth Advisor.
Neither the firm nor its employee paid a fee for placement on Forbes’ Best-in-State Wealth Advisors list. The ranking was developed by Forbes, and the data provided was as of 06/2023. The ranking was released on April 3, 2024.
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TFO Wealth Partners
Barron’s Top 1,200 Financial Advisors List
Brady Fineske, TFO Wealth Partners President and Family Wealth Strategist, has once again been named to Barron’s 2024 America’s Top 1,200 Financial Advisors list. Congratulations Brady on this recent honor.
Neither the firm nor its employee paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s, and the data provided was as of September 30, 2023. The ranking was released on March 08, 2024.
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The Next BlackBerry?
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January 10, 2024
Our 2024 Tax Reference Sheet Is Now Available
