Two Tugboats Wealth Management

“I want you to think about sending a tugboat and not a showboat.”

-John Lewis, Civil Rights Activist (Quote from debate for Georgia Congressional seat, 1986)

“At Two Tugboats Wealth Management, LLC we believe in giving sound, client-centered advice. We believe in being reachable and responsive. Here you will find no fussiness nor stuffiness … simply clear, accessible, and expert financial advice, and wealth management services. ” -Leanne M.

  • Investment Management and Financial Planning

    Fee-only portfolio management for all levels of risk appetite. Values-based advice for achieving financial goals.

  • Retirement Savings and Income Planning

    Solutions for both the accumulation phase of retirement planning, as well as for creating one’s retirement “paycheck”.

  • Cash Flow and Cash Reserve Planning

    Strategies to structure excess cash holdings. Savings strategies for goals: buying a home, children’s education, charitable giving…

  • Estate Planning, Tax Planning and Risk Management

    Planning with an eye towards the tax implications, preservation and the final disposition of one’s hard-earned assets and possessions.