Targeted Wealth Solutions

Targeted Wealth Solutions is a fee-only financial advisory firm that strives to create consistent and tax-efficient retirement income for our clients. We are dedicated to helping you save time, eliminate stress, and enjoy life by delivering ongoing, cost-effective value under the fiduciary standard of care and as an ensemble of experts. Our services are designed to meet the needs of our clients, whether they are individuals, businesses, or families, and span across personal, business, and generational wealth management.

As financial advisors, we don't sell products and we don't collect commissions - our fees are earned by the services we provide directly to clients. We specialize in reducing taxes, optimizing retirement income, investing smarter, and lowering advisory fees. For business owners, we help unlock the wealth of closely-held businesses, accelerate retirement savings, optimize taxes, and plan for exits or successions. Our clients value our expert help because they know retirement is too important to leave to chance.

Our Services

Our services are tailored to meet the unique needs of each of our clients, and we work closely with them to provide ongoing value. Here is an overview of the services we offer:

• Personal Wealth Management: We help individuals and families build dynamic and robust financial plans that work alongside our investment management solutions. Our goal is to help you tackle whatever life brings your way and give you confidence about meeting your financial goals.
• Business Wealth Management: We provide solutions for business owners, helping them unlock the wealth of closely-held businesses, accelerate retirement savings, optimize taxes, and plan for exits or successions. We work with you to ensure that your business is aligned with your personal financial goals.
• Generational Wealth Management: We help families preserve and grow their wealth for future generations. Our goal is to help you create a lasting legacy that aligns with your values and supports the financial goals of your heirs.

Our Process

Our process is designed to provide clarity on your finances and your fees. We start with an exploratory call to make sure your situation matches our expertise. From there, we provide a proposal that explains how we'll work together to address your immediate needs and plan for long-term financial success. We'll work diligently to construct a comprehensive financial plan that will serve as the guiding framework for our recommendations and courses of action, and we'll execute a prioritized list of action items to help put the plan into motion.

Our Team

Our team is made up of former fighter pilots, physicians, and financial advisors who leveraged their diverse experiences to build a better financial advisory firm. We work as an ensemble to overcome echo chambers, biases, and siloed approaches to wealth management. Our team includes:

• Brandon LaValley, MPAS: Co-Founder / Financial Advisor
• Aaron Milledge, MBA, CFP: Co-Founder / Financial Advisor
• Mike Whyte, CRPC: Financial Advisor
• Ryan Scheibe, AWMA: Financial Advisor
• Bryan Jepson, MD, MSF: Physician / Financial Advisor / Author

We are committed to providing the highest level of service to our clients, and we work tirelessly to help them achieve their financial goals.