Tekton Wealth Advisors

Tekton Wealth Advisory Services offers investment management, financial planning, and consulting services. The firm builds diversified portfolios using independent managers, exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments. Financial planning covers five core areas: investments, income, healthcare and long-term care, taxes, and legacy. Tekton Wealth Advisory Services also provides holistic estate planning technology through a partnership, allowing clients to create and manage estate plans. Clients can work with the firm on a standalone project basis, through monthly ongoing planning, or via comprehensive wealth management that combines planning and portfolio oversight.