Broker Check

Our Company

Tempewick Wealth Management is a boutique Insurance, Investment, and Estate Planning advisory firm. With over 60 years of collective experience, we endeavor to help you understand your needs and concerns and tailor our advice to help you simplify your life and achieve your goals.

As independent advisors, we offer access to comprehensive products and services without limitation to proprietary products - without being driven by considerations other than our clients’ best interests.  We may receive either fees or commissions depending on either the services we provide or products selected.  We believe that, unlike other advisors who to subscribe to a single method of compensation, maintaining this flexibility serves as one of our foundations and allows us to provide comprehensive advice to our clients and appropriate solutions as financial markets and products change over time.

Our Commitment

We believe our clients give us something more valuable than their money to manage; they give us their trust and confidence.  We take this responsibility seriously and are dedicated to providing uncompromising financial stewardship.

We will:

  • Always put your interests first.
  • Adhere to the highest standards of ethical behavior and fiduciary responsibility.
  • Accept no compensation that would impair our ability to give appropriate advice.
  • Communicate candidly with you regarding all aspects of your financial life.
  • Invest our personal assets in a manner consistent with yours.
  • Continually educate ourselves regarding financial markets—both past and present.
  • Keep a long-term perspective.
  • Employ a team of talented, hardworking and friendly professionals.
  • Help you set realistic financial goals and instill the discipline to achieve them.
  • Remain vigilant about minimizing premiums, investment expenses, transaction costs, and taxes.