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.
Offices in Maumee, Columbus, Houston, Phoenix, Winchester, and St. Louis.
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
2025 Market Recap and Key Investment Reminders for 2026
In our latest episode with Matt Sheridan, Chief Investment Officer here at TFO Wealth Partners, who has spent 17 years leading investment strategy and portfolio construction across the advisory landscape. Matt shares insights on navigating all-time highs, understanding intra-year market swings, and asking the critical question: What evidence do you have that your investment strategy is built to last through uncertainty?
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TFO Wealth Partners
From Career to Purpose: Preparing for the Emotional Side of Retirement
Retirement is more than a financial milestone—it’s an emotional transition. Discover how to navigate this new chapter with clarity, purpose, and fulfillment.
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