Turquoise Wealth Management
300 Main Street, Lafayette, IN 47901
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Turquoise Wealth Management, located at 300 Main Street in Lafayette, Indiana, is a finance institution that offers a comprehensive range of investment services. With a motto of "Plan for confidence," the team at Turquoise Wealth Management specializes in working with smart, analytical clients, particularly engineers, who value efficiency and thoroughness in their financial planning.
Led by Jessica, a former rocket scientist turned financial planner, and Jeanna, a seasoned Registered Client Service Associate, the team at Turquoise Wealth Management is dedicated to engineering a solid financial plan tailored to each individual client's needs. They believe that the best results require the best processes and inputs, and they are committed to helping clients build and preserve their wealth.
Clients can expect a personalized approach at Turquoise Wealth Management, with multiple meetings in the first few months to ensure a deep understanding of each client's financial goals and preferences. Jessica and Jeanna bring a wealth of knowledge and experience to the table, along with a passion for helping clients navigate their complex financial lives.
In addition to their professional expertise, Jessica and Jeanna also bring a personal touch to their work, with hobbies that include golfing, reading, and volunteering in the community. Whether you're an engineer looking for a financial plan that matches your analytical mindset, or simply seeking expert guidance in managing your wealth, Turquoise Wealth Management is here to help engineer your financial journey with confidence.
Reviews
"Great people with a great mission. Highly recommend."
"Friendly and professional environment. Staff take great care of their clients and treats them like family."
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