Tm Wealth Management, LLC

TM Wealth Management is a registered investment advisor located in Murrieta, California, founded and led by Tri Mai. The firm provides discretionary investment management services tailored to each client's individual investment objectives, risk tolerance, cash needs, and investment restrictions. TM Wealth Management focuses primarily on building and managing portfolios using equities, bonds, U.S. Treasuries, and options. To determine investments, TM Wealth Management employs both fundamental analysis to evaluate company financial health and intrinsic value, and technical analysis to forecast price movements based on historical data. The firm emphasizes diversification across asset categories and utilizes customized options strategies—such as selling puts for monthly income, call and put spreads, and purchasing long-term puts on inverse leveraged exchange-traded funds—along with hedging techniques to protect client portfolios against market downturns. Interactive Brokers serves as the qualified custodian for client accounts. TM Wealth Management acts as a fiduciary, meaning the firm is legally required to act in your best interest.