Wall Street Intelligence right next door

We take pride in doing things a little differently at Tumlin Levin Sumner Wealth Management. To us, effective money management not only includes the details of your life but also accounts for market movements and macroeconomics. So we developed a hands-on, proprietary approach that accounts for your goals, your dreams and your concerns, while strategically navigating the outside elements that could impact your portfolio.

Our methods combine a disciplined investment process with the intelligence and expertise of our deeply experienced team. In fact, we have spent decades developing, enhancing and delivering our distinctive approach to investing – one designed to weather the ebbs and flows of the markets over time. So while we live and work here, we bring a Wall Street-approach and a much broader perspective when it comes to helping our clients plan for the future they envision for themselves.