FINRA's BrokerCheck |  Menu

Enjoy a level of control over your wealth most families will never attain.

Home  / Our Approach

Our Approach

Crossing Open Water

Compared to one’s business ventures, managing complex family wealth can feel like navigating uncharted seas. At TCCR, we make such crossings frequently with our clients, guiding their vessels to the desired destination.

Clients tell us we offer the perfect mix of insight, ideas, experience and professional contacts ideal for the complexity they face.

   TCCR can open doors you don’t even know exist. Even better, they helped me create a flexible mix of advisors ideal for my specific situation.’

Results, Not Just Advice

Developed over two decades, our unique approach to wealth management:

  • Involves each of your existing trusted advisors.
  • Clarifies in detail your family’s vision.
  • Evaluates the multiple strategies to get you there.
  • Anticipates unseen needs on the horizon.
  • Brings speed and efficiency to choices and actions.
  • Follows through until results are fully realized.
  • Covers all holdings and ventures, not just investable funds.

With every choice you make, action is then assigned to one of your Advisory Crew™ and TCCR sees it through. That’s more than good advice – we manage to completion.

   TCCR is all about completion. They urge me and my team to decide and choose and see things through. That’s a far cry from just offering advice or telling me to remember to do something down the road.’

Our Tools for Steering Your Financial Vessel

Explore how we ensure your entire team of advisors is pulling in the same direction, every leg of the journey.

Who informs your decision-making with consensus recommendations?

Your Advisory Crew™

What’s your key to faster, efficient progress?

The Results Accelerator System™

Where do you assess all your initiatives, plans and resources in one place?

The Family Desk Reference®

PROGRESS, NOT PRODUCTS.

Unlike many advisors, we don’t promote financial products. Clients appreciate that our approach steers them to action and results, not products and commissions.

When finances ARE involved, it is entirely your choice where you invest and with whom. Yes, we can point out what you need, but our value is in helping you understand what is necessary. And what is not.