Broker Check

Who We Serve

Tortuga Financial serves high net worth and ultra high net worth clients with oodles and oodles of money.  High net worth clients are defined as individuals and households with liquid investable assets over one million dollars.  Ultra high net worth individuals and households have over thirty million dollars of liquid investable assets.  Over the last 25 years, we have had the privilege of working with individuals and households who seek to grow and preserve their wealth, enjoy recreational endeavors, and leave a financial legacy to their families and communities.   Our expertise has evolved to best serve these clients using a financial planning process that puts all the pieces of the wealth management puzzle together.  We call it the Checklist Formula®. 

Goal-Oriented

Where do you see yourself in five, ten, or fifteen years? Do you have a plan in place to fund your retirement or other planning goals?  Do you know where you stand financially?  Are your household finances organized?  These are some of the questions that drive our clients while we work with them as a financial team. We want to understand your needs and goals and take actions today to plan for the retirement you are dreaming of.

Advice-Receptive

As fee-based financial planners, we do just that — provide advice. Our clients understand the value of professional guidance, are willing to work with us, and listen when we offer them recommendations. As financial landscapes become increasingly complex, so does the importance of working with a financial planner who intimately understands your unique situation and needs.

Most of our clients come as referrals from existing clients we have been working with. We are always grateful when our loyal clients feel comfortable enough to refer our level of service to their associates, colleagues, friends, and loved ones. Our goals are to make sure we deliver value to our new clients, whether they decide to hire us or not, and to make sure that the client providing the referral is validated.

We like to think of referrals like this: we treat every referral with the same level of care as the person who referred them has come to respect, regardless of their level of investable assets. We make sure everyone receives substantial value and we seek to exceed expectations.