ABOUT TUSK

Our Name

Our Name

The elephant is long considered a sacred animal worldwide. Elephants are associated with wisdom, strength, moderation, and prosperity. The tusks of the elephant are believed to bring protection.

Elephants are often poached for their tusks, much like the feeling modern life is designed to poach your wealth. It is our belief that a person without a plan is susceptible to having their wealth slowly poached through time.

Once removed the tusks of an elephant do not regrow, much like retirement you only get one chance. It is our belief a person without a plan, path, or partner is like an elephant without its tusks lacking the tools of protection.

Why Tusk

Our families typically start working with us for one of three reasons; they lack the time to manage their financial life, they lack the knowledge necessary to appropriately manage it themselves, or they lack the desire to do it on their own. Our mission is to guide our families through a purpose driven process of goal achievement.

Our Core Values

Action


We are committed to moving you forward by taking action to make sure your lack of time does not derail you from your long-term goals.

Accountability


We are accountable to providing you with leadership and knowledge that is not easily attained on your own. We believe in being the resource and the partner to providing you with market insights, financial planning concepts and tools to help protect your wealth.

Integrity


Lacking desire does not mean you are not accountable to your future. It also does not mean that you must go at it alone. Tusk Wealth Management prides ourselves on our integrity in making sure your wealth is managed to your goals.

Meet the Team