At Turner Wealth Management, our mission is to inspire our clients to make sound financial decisions through education, communication, and service above expectations. While we love to crunch numbers, analyze data, and solve problems, our clients are at the heart of what we do.
We want to build long-term relationships with our clients that are based on a foundation of mutual trust, shared values, and a strong sense of personal and professional integrity. One of the ways we aim to accomplish this is through our independent platform. As an independent firm, we don’t have quotas to meet or proprietary products to sell. With access to a wide range of investment strategies, research, and tools, we have the ability to create a personalized financial plan that aligns with a client’s specific needs.*
We are a process focused, not sales-oriented, firm. Our goal is to be of value to our clients. We take the time to listen to their concerns and questions, provide the financial advice they seek, and help them stay on track as they pursue their goals. We believe in open and effective communication that is personal, solution-oriented, and easy to understand. As a result, our clients know that they can call us whenever they need assistance.
*Investment and financial services are offered by John Turner through his affiliation with Avantax.