Complete Wealth Management

Financial Planning & Retirement Income Strategies with a focus on the Individual

We focus on individuals & families, not products.

We often provide the families and individuals the ability to walk away with a renewed confidence that their goals and aspirations of Financial Freedom during retirement, are possible. We focus on strategies and not commissions. Not because they didn’t know how to use them, but because no one’s ever shown them how.
Make the shift from reactive consumer to proactive investor

In order for Financial planning to be effective you must consider all aspects of your finances as as a whole. We endeavor to provide a complete review and plan for all elements, in order to ensure they are working together to optimize your financial future.

Our signature process incorporates 8 unique elements, including income, emergency funding, asset building, estate protection, legacy enhancement and protection, and tax planning.

Join us at our next event

The Tennyson Group is hosting educational training across the Treasure Valley at some of the greatest venues.

These events are designed to help you build a financial strategy that will help you achieve your retirement goals and avoid many of the common pitfalls investors find themselves in.

Don't miss out...

Click the link and we will catch you at our next event!

Ways to Connect

Email Us

Top Tier Service

In our quest to offer you the very best service, we schedule all calls. This allows us to give you our full attention and provide you the best service.

We look forward to helping you achieve your financial goals.