Preserving Your Lifetime of Achievements
Your wealth is a testament to your life’s work and achievements. At T.M. Wealth Management, we honor your financial legacy by employing a fiduciary approach aimed at preserving and protecting your wealth, so you can focus on what matters. Get in touch with us for a complimentary wealth management consultation.
A Complete Wealth Management Solution
Navigating the financial landscape to preserve your wealth requires a comprehensive approach. At T.M. Wealth Management, we embody the role of a trusted guardian, offering a suite of wealth management services tailored to safeguard your financial legacy. As a client of T.M. Wealth Management, you have access to the following services:
Retirement Planning
Knowing how to plan for your retirement requires an objective understanding of what is important to you. Planning not only takes personal effort, but discipline and a basic understanding of investing. We will guide you through preparation, transition and asset management details.
Estate Planning
Our team of professionals works alongside knowledgeable estate planning attorneys to help advise you on how to efficiently reduce estate and income taxes, probate fees, and associated legal expenses.
Tax Planning
Our tax planning goal is simple, our advisors look for ways to keep more of your money in your pockets and out of the pockets of the IRS. Given the complexity of the tax code, our consultants can often be a valuable asset in creating a comprehensive tax plan.
Business Planning
We look for ways to help your business prosper. We help to establish or manage existing company retirement plans such as 401(k) accounts, SEPs, IRAs, Simple IRAs, etc. Reducing taxes is also a critical part of the owner's planning process.
Asset Management
From life insurance to long-term care, to stocks and bonds, to real estate and private equity, we will address and review any current holdings and recommend any changes, as well as potential alternatives that may better suit your needs.
401(k) Management
By understanding your employee benefits, we'll help you to maximize the opportunities available to you from now until retirement. Our team will review and evaluate any items of concern from analyzing stock options to rolling over your IRA, to help make sure that you are maximizing your benefits.
Our Principles
We began our careers at large financial institutions where the model was quantity over quality. When we started T.M Wealth Management, our approach was to focus on quality relationships with our clients and bespoke service that’s rooted in personalization. We want to ensure that your unique financial narrative is heard, understood, and followed up with strategies that fit you.
Independent.
Boutique.
Fiduciary.
With an extensive finance and investment background, Mr. Seneca is a true veteran in the field. His career began with two prestigious institutions, Goldman Sachs and Deutsche Bank, in which he performed due diligence and developed financial valuation models for IPO, M&A, and private equity transactions. As a Director of Corporate Development with Sprint Nextel, he successfully executed hundreds of millions of dollars in M&A and investments. Mr. Seneca also served as president of a 1,000-acre golf course real estate development, which received national recognition.With a Bachelor of Arts in economics from Brigham Young University and an MBA from Columbia Business School, Mr. Seneca is highly qualified and knowledgeable in his field. He also enjoys golfing and is fluent in Spanish.
Thomas Seneca
Managing Partner
Find Us
11702 Bowman Green Drive,
Suite 300
Reston, VA 20190
T.M Wealth Management
T.M. Wealth Management, LLC is a Registered Investment Advisory firm in Reston Virginia. Click here for more details, disclosures, and privacy policy.