TGC Wealth Advisors™ is the financial planning arm and a wholly-owned subsidiary of TGC Agency, a regional independent all lines insurance agency based in Columbia, Maryland.
We provide comprehensive personal financial management solutions and investment opportunities for individuals and families. Our team is comprised of experienced and credentialed wealth advisors and estate planners. As advisors, we emphasize objectivity and customization in our approach to wealth management.
Our comprehensive strategy for investment and financial planning accounts for the bigger picture. We look at every aspect of your financial situation before making recommendations. Then, we help empower you with specific goals and clear communication of risks and strategies. Our wealth management philosophy is centered on the creation of meaningful programs through the combination of insurance, academic approach to capital markets, and access to alternative asset classes.
We also emphasize tax and cost minimization and lean on targeted sources of income in retirement. When it comes to financial planning, we are transparent about what you own and the role everything plays in your plan. For investment options, we define portfolios in terms of percentages, dollars, and time and gauge risk by your level of tolerance and capacity. Diversification and asset allocation remain priorities of our investment strategy.
Furthermore, we evaluate private and public investments to drive risk-adjusted returns and tax efficiency. We aim to work with top-tier investment managers and seek to deliver compelling returns with a scalable, process-driven method. This allows us to create a plan that is intended to evolve with your needs and helps you achieve your goals. Additionally, our relationships with affiliate and third-party experts allow us to offer you exclusive investment opportunities.