Tushingham Wealth Strategies, LLC

Financial ServicesNorth Carolina, United States0-1 Employees

Tushingham Wealth Strategies, LLC is a small, owner-led financial services practice based in Wilmington, North Carolina. Founded by Brett Tushingham, a Certified Financial Planner with nearly twenty years of retirement planning experience, the firm concentrates on helping entrepreneurs, executives, and physicians assess retirement readiness, determine when to start Social Security, and improve tax efficiency. The firm emphasizes a proactive, plan-driven approach that aims to serve professionals who feel underserved by traditional financial services and product-focused advice. The owner describes a Personal CFO-style service intended to simplify clients' financial lives by coordinating planning and implementation with a network of professionals.

Its process begins with crafting a financial plan aligned to the client’s objectives and identifying the goals necessary to achieve them, then coordinating the plan’s execution with a team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other specialists. A portfolio is built to support long-term growth while matching an acceptable level of risk tied to the objective. Tax minimization is pursued through strategies such as asset location and tax-loss harvesting, and the firm assists with structuring the liquidation of accounts to generate income with minimal taxes. Planning is viewed as an ongoing process, with the firm acting as a guide through changes as they arise. The firm offers a free retirement review to help determine whether its services may fit a prospective client.

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