Jonathan D. Torrens, CFP^®

President and Chief Investment Officer

TCM Wealth Advisors

66 South Miller Road, Suite 202
Fairlawn, OH 44333

FINANCIAL ADVISOR'S WEBSITE

www.tcmwealthadvisors.com

(888) 220-7374

+1 More Number

(330) 836-7000

CONNECT WITH Jonathan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Depending upon the nature of the financial planning services you desire, TCM Wealth Advisors offers its services to clients on a fee-only basis which may include hourly fees, project fees, fixed fees, and fees that are based upon assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Jonathan Torrens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TCM Wealth Advisors in Fairlawn, OH and the surrounding communities.

Financial Advisor Overview

With over 30 years of experience in the financial services industry, Jon’s primary focus is growing and preserving client wealth by providing goal-based financial planning solutions to individuals, 'high-net workers', institutions, and businesses by managing their liquid and illiquid assets, arranging asset based personal and business credit, and protecting client wealth against unnecessary income, capital gain and estate taxes.

Financial Advisor Experience

Jonathan Torrens CFP® is the founding principal and President of TCM Wealth Advisors. Prior to forming his own independent fee-only investment advisory and wealth management firm in 2004, Jon served as a Senior Vice President of Investments for a major Wall Street firm. As an independent fee-only Registered Investment Advisor, Jon acts in a fiduciary capacity to provide independent, unbiased advice to his clients. Throughout his financial planning career, Jon has conducted numerous comprehensive retirement and financial planning workshops for public and privately held corporations, non-profit organizations and educational institutions. He earned a bachelor’s degree from Ripon College and in May of 2003, Jon earned his CFP® designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: Ohio
Variable annuities: Ohio

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Identity Theft, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances