Description
Tom is one of Delaware's Best and Top Financial Advisors, recently named as the #1 Ranked Advisor to
Forbes "Best-In-State Wealth Advisors" list in 2018, 2019, and 2020*, and named to Barron's
America's Top 1, 200 Advisors seven times.** His 29+ year career focuses on detailed planning,
retirement issues, wealth and portfolio management, and total financial advice for high net worth,
executive, and retired clients. He is a Delaware native, completed his B.S. in Business &
Engineering at the US Military Academy at West Point; completed Airborne, Air Assault, and Ranger
schools; and is an Army officer veteran of the Desert Storm war. His business achievements include
being a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial
Planner Board of Standards, Inc.; as well as holding the Chartered Retirement Planning
CounselorSM℠, (CRPC®) designation; and is a member of the Kingdom Advisors. He also is part of
Merrill Lynch's Retirement Education Services area that assists DuPont, Corteva, Chemours, and other
corporate retirees in the area. Tom lives in Greenville with his wife, Melissa, and two children,
Lilly and Andrew.
When clients work with the TWJ Wealth Management Team, they will find unmatched service and response
times. There is neither voicemail nor menu systems (except after hours for convenience) as calls are
handled immediately and personally. The team prides itself on timely return of emails as well.
Regular contact with clients is made with research updates, portfolio recommendations, performance
reports, service updates, and certainly when there is a service need or client inquiry.
High net worth clients enjoy a comprehensive approach to their financial issues at even the highest
levels of complexity. The goal being extreme comfort so successful executives and retirees can
pursue their work, family, health, and retirement desires confidently. Clients time, resources,
expectations, goals, and the trust they share, are highly respected in the partnership with the
team.
The business model allows the addition of quality clients each year and we hope you will be one of
them. Initial consultations are complimentary and transparent in providing answers to your
questions, recommendations, costs, and an overview on how to proceed. The focus is always on your
best interests and how to best achieve financial security and wealth preservation for you and your
family. We ask for the opportunity to earn your business and faith after demonstrating responsive
excellence in the financial advisory profession.
*CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial
Planner Board of Standards, Inc., and awarded to individuals who successfully complete CFP Board’s
initial and ongoing certification requirements. **CRPC® is a registered service mark of The
College for Financial Planning. +Source: Forbes "Best-in-State Wealth Advisors" list, #1 Delaware,
February 2018, 2019, and 2020, #2 2021. For more information about the selection criteria, go to
http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These
rankings and ratings are not representative nor indicative of any one client’s experience, future
performance, or investment outcome. ++ Source: Barron's "America's Top 1, 200 Financial Advisors:
State-by-State" list. For more information about the selection criteria, go to Barron's Top
Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Years prior to 2014, this Barron's list consisted of 1, 000 advisors.
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