Your Vision, Our Mission: TCI’s 2024 Recap and 2025 Preview

As the year comes to a close, it feels like there are two paths to write about: what happened in the previous year or what we think might happen in the next year. At TCI we recognize that there isn’t much value in spending time focusing too much on either side. The future is unwritten, and past performance is no indication of future results. The market is an important piece of your financial journey, but when we “zoom out,” we realize there are more important things, like helping you achieve your goals.

Our mission has always been, and will always be, to guide you toward your unique vision of success. This guiding principle shapes every aspect of our work, but achieving it requires thoughtful planning, innovative technology, and a dedicated team working in harmony. In this blog, we’ll take a moment to reflect on the steps TCI took in 2024 to support your goals and provide a glimpse into the initiatives we’re planning for 2025 to continue helping you achieve what matters most.

Expansion of Services

After more than 30 years, we continue seeking new ways to help people achieve their financial and investment objectives. In 2024, we expanded in two key areas: equity compensation and nonprofit fund management.

Equity Compensation

Navigating the complexities of equity compensation can be daunting, requiring careful attention to taxes and cash flow, as well as personal and career considerations. What was once a benefit reserved for a few is now a benefit enjoyed by many. While this can be an avenue for significant wealth creation, it often raises questions about how to handle and maximize its potential. By focusing on this area, TCI serves as a holistic, objective partner, helping recipients of equity compensation align it with their unique circumstances and goals.

Endowment and Foundation Solutions

Integrating philanthropy into your financial plan has always been a core part of bringing meaning to your financial journey. This year, we formalized our process to better serve portfolio and investment management for endowment funds for nonprofit organizations, helping ensure they are equipped to achieve their missions. Whether supporting families or nonprofits, we are committed to managing funds in a way that increases the likelihood of success and enhances the welfare of our communities.

Client Success

At TCI, success is measured in many ways, but the most meaningful is in the milestones we help you achieve, such as:

• Who retired because of the choices we made together?
• Who checked off bucket list vacations they’ve been dreaming of for years?
• Who was able to support philanthropic endeavors to foster deeper connections to the causes they love?

We cherish celebrating these accomplishments with you each year. You and your goals are the reason we do what we do, and your accomplishments inspire us to keep growing, learning and improving. We don’t believe that money should be stacked and counted. Instead, it should be used to accomplish your goals.

Our approach is unique because we know success isn’t solely defined by market performance. Our success is measured by the tangible impact we’ve had on helping you achieve the dreams and goals that are most important to you. It’s a reflection of who we are as people and the profound relationships we’ve built together.

Team Development

In the spring 2024 newsletter, we mentioned that TCI was on the cusp of adding our 100th team member, and we did in August. Each new hire brings fresh perspectives and unique skills, allowing us to serve you better. Alongside our new hires, we continue to prioritize professional development. The financial landscape is constantly evolving, and we know you rely on us for advice and insight into it. That’s why we prioritize equipping Team TCI with the latest knowledge, best practices and resources to address your complex financial questions with confidence and care.

Our Commitment to You in 2025

Strengthening Partnerships

In today’s complex financial world, collaboration is essential to delivering guidance and value. At TCI, we deepen our partnerships with industry experts, technology providers, and your team, whether that includes CPAs, estate planning attorneys, or other professionals, to ensure a truly holistic investment experience. By enhancing communication, leveraging new technologies, and expanding access to expert resources, we aim to provide the solutions you need to achieve your goals.

Enhancing Digital Experiences

We recognize that the demand for connecting with TCI continues to evolve, and we’re determined to meet you where you are. In 2025 we will continue improving the digital tools you use to connect with us, including enhancements to our client portal, the option to text with your advisor, and the ability to schedule your meetings online. These updates are designed to make it easier for you to access the insights and support you need along your financial journey, when and how it’s most convenient for you.

Tailored Guidance

At TCI, we know there is no one-size-fits-all approach to financial planning because everyone’s version of success is different. Each client’s journey is unique, and, in a world of robo-advisors, we will continue prioritizing personalized advisory services built on connection. By focusing on your specific goals, values and circumstances, our hope is to empower you to make informed decisions that create meaningful and lasting outcomes.

Elevating Holistic Expertise

Holistic wealth management isn’t simply a term we throw around, it’s the foundation of everything we do at TCI. In 2025, members of our team will pursue certifications in tax planning, charitable planning, financial therapy, and portfolio management. This isn’t about checking some educational box; it’s people who desire the knowledge and tools to provide you with educated, tailored guidance. Our team’s dedication to continuous learning reflects our commitment to doing what’s right for you. By preparing, we aim to deliver advice that not only meets your current needs but also anticipates the opportunities and challenges of tomorrow.

A Heartfelt Thank You

To our clients, thank you for your trust and partnership. We are truly grateful for the opportunity to work alongside you, celebrate your successes and contribute to your growth. Together, we’ve made a meaningful impact this year, and it’s been an honor to be part of the journey with you. We are incredibly proud of all we’ve achieved together. Here’s to 2025, another year of collaboration, progress and shared success.

Wishing you a happy, healthy and prosperous new year!