Welcome to Turner Wealth Management

Mission

Turner Wealth Management's (TWM) mission is to empower the lives of our clients through building and preserving wealth.  At TWM we define preserving wealth as the wealth you are able to keep after the impact of inflation and taxes. We strive for a relationship with our clients focused on the 3F's: faith, family and finances.

Vision

Our vision is to be the most comprehensive wealth management firm within our community, assisting our clients to live the lifestyle of their dreams and giving them the ability to leave an impactful legacy. We will engage clients with laser-like focus on the 6 key areas of financial planning: cash flow and debt management, protection planning, wealth management, tax planning, retirement planning and estate planning. Of the six, many of our clients find immediate value in reviewing their retirement planning and protection planning, which includes but is not limited to their 401k's, IRA's and life insurance.

Our Values

We strive to understand what is important to our clients and partner with them to manage their affairs to achieve their goals and expand the possibilities. Our expectation is to build a committed relationship with each of our clients. Our core beliefs are focused on the 3F's: faith, family and finances.

 

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Turner Wealth Management

5 Public Square, Suite 400
Hagerstown, MD 21740
Phone:
  • 301.238.7202
Fax:
  • 301.388.5975

Contact Us

Please feel free to contact us with any questions.

Contact Us

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Flipbooks

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck