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TSN Wealth Management

Personalized Guidance, Tailored to You

Gather & Assess . Complimentary Initial Consultation . Face-to-Face-Quarterly Reviews

Gather & Assess

The TSN Wealth Management Process

To properly guide you, we need to know where you have been, where you are, and where you would like to be. Just as a doctor does a thorough review of your medical history, we perform a comprehensive assessment of your financial situation before putting together a plan.


If you're ready to get started, you can fill out the assessment below.

Working with Financial Documents
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Complimentary Initial Consultation 

The TSN Wealth Management Process

This initial meeting is no-strings-attached, and completely free of charge. We get to know you, and you to get to know us. We want to hear from you about your goals, dreams, and concerns. After you feel comfortable, we can begin our relationship and start the process of helping you win.

Face-To-Face Quarterly Reviews

The TSN Wealth Management Process

The most common complaint we hear from clients about previous advisors is that they never heard from them. This isn’t the case at TSN. We get to know you in up to four meetings each year.


At every meeting we recommend investment changes, thoroughly review the performance of your portfolio, and address anything impacting your financial life.

Meeting Between Colleagues
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Collaborative Approach

The TSN Wealth Management Process

We work as a team to provide you with cutting-edge guidance . Between our regular Investment Policy meetings, newsletter offerings, and constant team collaboration on client financial plans, you can be sure that our whole team is standing behind you.

Get in Touch.

Corporate Headquarters

111 East Main Street

Brownsburg, IN 46112

Office Hours

Mon - Fri: 8:30am - 4:30pm​​

Sat-Sun: Closed

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