Providing Peace of Mind
Today is the day you can begin to achieve your utmost potential—for yourself and your loved ones, so that they can live the secure, fruitful lives you have always envisioned. As you prepare for the years ahead, you now have the chance to answer one critical question: Who will you partner with to secure a better future for you and your family?
The answer is clear—TopTier.
Always Available to Help
- Wealth Management
- Personalized Strategies
- Investment Management
- Independent and Fiduciary
At TopTier, we choose to define wealth management in a very comprehensive manner. Not only should it be an extremely inclusive service—coordinated with several professionals—but it must also be as detailed as possible.
In fact, the more we dive into the specific details of your financial situation, the more we can proactively protect (and, just as importantly, exceed) your goals.
It all begins with a relationship. We want to know you personally and understand your financial goals. After learning about your visions—and how we can help you achieve them—we will then collect all the information we need to create your distinct strategy.
This information will then be analyzed prior to developing your strategy alongside other professionals (attorneys, CPAs, insurance agents, etc.). Once your strategy is developed, we will continue to work with these professionals to monitor and adjust it on a long-term basis.
Your portfolio is constructed in unison with your financial plan—primarily to achieve exactly what it’s supposed to. Contrary to most of our peers, TopTier team members don’t chase today’s top performing investments, as we know this leads to future underperformance.
Instead, we utilize investment vehicles that we believe offer the purest exposure to the roles they should serve in a client’s portfolio. The bottom line is this: We believe the focus on an investment’s role—rather than its past performance—increases the likelihood you achieve the investment performance you deserve.
TopTier has a fiduciary duty to act solely in your best interests every single day. We have no hidden agenda or pressure to sell a specific product.
As a result, we can sit on the same side of the table as you and determine which options are the best for your specific situation—time after time.
Focused on the future
Safety - Philadelphia Eagles
Linebacker - Arizona Cardinals
Tight End - Chicago Bears
Striving to Improve the Futures of Those We Serve
Although our team’s passion for the NFL can’t be denied, our primary mission is to improve the financial futures of everyone we work with.
Every single client is viewed equally and we strive to exceed their goals, enhance their livelihoods and create financial plans with their—and their loved ones’—best interests in mind.
As we work to create an environment that is inclusive, we believe each of our clients will not only view TopTier as the most trusted investment firm they’ve ever worked with, but as a member of their family too.
Ask us how you can become a member of our family as well. Let’s start the conversation today and prepare for a long-term, successful relationship—based on trust, commitment and hard work.