Our Reno office is located at the top of the hill in Caughlin Ranch just minutes away from the popular Hunter Creek Trail. We are trusted for our expertise and established relationships with colleagues in estate planning, tax planning and law.
Reno Financial Planning
With so many wealth management firms in Reno at your disposal, it can be difficult knowing that you’ve made the right choice of financial advisor. You want a firm that addresses your unique financial needs. You also want a financial advisor whom you can trust. An advisor who is warm, professional, and makes you feel confident and excited about your financial future.
That’s what we offer at TCI. In addition to a variety of financial services, such as investing advice, financial education, retirement planning, and more, we provide each and every client with unparalleled customer service.
And because we’re an independent, fee-only firm, you won’t have to worry that our financial advice is based on commissions or hidden fees. You’ll have full transparency on the costs associated with your plan.
The TCI Advisor team knows that you have many Reno wealth advisors to choose from. When you work with us, you can expect expert financial advice delivered with clarity and honesty. Our dedication and transparency are what sets TCI apart from our competitors.
Our Services
Services Overview
We offer the following wealth management services in Reno as well as Flagstaff, Tucson, Denver, and Scottsdale.
To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.
That’s why every partnership with our team of Reno wealth advisors begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to meet your goals. Whether you come to TCI Wealth for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.
Reno Wealth Management
Wealth management is important for our clients in the Reno area, a place where we value high-quality living. From entertainment, to the accessible outdoors, enjoying this fantastic lifestyle also includes building financial wealth.
We started as a CPA firm highly focused on taxes in Tahoe. Thus, we understand the tax advantages that come with being a Nevada resident, the financial challenges of living in California, and the transitions from one to the other. We have a long history of working with generations of long-time Reno residents in the farming and gaming industry, as well as families who are new to the area or are part of the technology or higher education sectors.
Who We Are
Team
We started providing wealth advisory services to families in 1997, transitioning from CPA services into financial management, and establishing ourselves in Reno in the early 2000s. Our growing team of experienced advisors and professionals here in Reno work diligently to create a comfortable and relaxed environment that makes our clients feel like they’re walking into the home of a trusted friend.
Jennifer Means, MBA, CFP®
Behind every portfolio lies the dreams and aspirations of people. With the belief that money should be viewed as a tool to help people achieve their goals, I am committed to helping clients navigate the financial and emotional aspects of their journey.
My approach to financial planning is grounded in trust and respect. The relationships I form with clients are collaborative. On our journey together, I am an objective, data-driven voice who will provide tailored advice to each client’s unique circumstances. Whether your goals are achieving financial freedom, saving for your children’s education or travelling the world, I want to help you make informed decisions to empower your purpose-filled life.
Education has always played an important part in ensuring I am knowledgeable to provide the most comprehensive advice possible. I have a Bachelor of Science in Finance with a minor in Accounting and an MBA from the University of Nevada, Reno. Go Wolf Pack! I am also a Certified Financial Planner™, and I am dedicated to upholding the highest fiduciary standard for my clients.
Outside of work, I am recharged by spending time with my family. You can often find us outside hiking, skiing, camping and playing kickball.
Our number one priority is to always do what’s best for the client. We help our clients make the best decisions about their future, and for us that involves consistency and full transparency on all sides. When we help you invest, you can rest assured we’re investing our own family’s money using the same long-term philosophy.
Our Service
Areas of Expertise
With multiple locations in Arizona, Nevada, and Colorado, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Denver.
In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:
Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2018 and 2020
TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
Top 300 Investment Advisors in the US by Financial Times, 2015-2019
Top 100 Fastest Growing RIA Firms Over Ten Years by Forbes, 2016
If you are searching for Reno wealth advisors who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI.
Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect exceptional advisory services offered with kindness and understanding.
In addition to Reno we’re also proud to serve Scottsdale, Tucson, Denver, and Flagstaff. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.
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