Broker Check

About TFR Wealth Management

Why TFR Wealth Management

TFR Wealth Management serves more than three hundred client households, representing over $200 million in assets under management through our Investment Advisory Firm- SCF Investment Advisors and SCF Securities Inc. As an independent and privately owned family wealth management firm, we use a custom approach to fully integrate investment management, wealth planning and coordination, and family leadership.

Our deep bench of professionals has a wide range of multi-disciplinary backgrounds with decades of experience in investments, taxes, estate planning, wealth planning, single family office management, private equity, and capital markets. We have the collective strength and skills to tend to each of your family’s needs.

TFR Wealth Management is committed to remaining independent and privately owned for generations to come. Our independent ownership and transparent fee structure allow us to be uncompromising and objective in our search of the best solution for you and your family.

TFR Mission Statement

TFR provides complete financial planning services in the areas of investments, insurance, benefit plans, taxes, asset protection, and estate planning. Our efforts provide individuals and business owners a comprehensive and coordinated financial future.

Our clients will benefit and prosper through the implementation of “customized” financial strategies and services designed to establish, clarify, and proactively work towards achieving their individual goals and objectives.

Our vision is that each client benefits from a comprehensive “team” approach utilizing experienced financial advisors, accountants, insurance agents, and attorneys. These collective services are coordinated by TFR and each professional is held to the highest standards to provide thorough, unbiased, “turnkey” services.

Our goal at TFR is to be recognized by our clients, and within the community, as an organization of uncompromising integrity. By always placing the client’s interest as our top priority, we are committed to having a positive impact and improving the quality of life for each and every client.