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
TFO Wealth Partners Named to FA Magazine’s List of America’s Top RIAs for 7th Consecutive Year
TFO Wealth Partners has once again been named as one of America’s top Registered Investment Advisory Firms by Financial Advisor Magazine in their 2024 RIA Survey and Rankings List. This is the seventh consecutive year our firm has been named to this list, which we believe is a direct result of the hard work of our dedicated team in helping families thrive by connecting their wealth and purpose.
Neither the firm nor its employees paid a fee for placement on FA’s 2024 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released on July 12, 2024.
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TFO Wealth Partners
Brady Fineske Recognized as an Advisor on the 200 RIAs to Watch by AdvisorHub
AdvisorHub has recognized TFO Wealth Partners and Brady Fineske as one of the advisors on the 200 RIAs to Watch list. Brady, who helps lead our firm’s mission of helping families thrive by connecting their wealth and purpose, was ranked #9 advisor on the list of 200 RIAs to Watch.
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s Advisor to Watch 200 RIAs list. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2023. The ranking was released on June 18, 2024.
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Other Recent Articles
May 24, 2024
Making Sense of the $5.54 Billion Visa and Mastercard Landmark Settlement for Business Owners
May 18, 2024
RIA Channel’s Top 50 Wealth Managers By Growth In Assets
Neither the firm nor its employees paid a fee for placement on RIA Channel Top 50 Wealth Managers List. The ranking was developed by RIA Channel, and the data provided was as of March 31, 2024. The ranking was released on May 13, 2024.
April 5, 2024
Forbes Best-In-State Wealth Advisors
Neither the firm nor its employees 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.
