yahoo! money reported that TCI Advisor and founder, Bob Swift, is a finalist for the 2021 Invest in Others Charitable Foundation Catalyst Award for his volunteer work with 3rd Decade. As a finalist he’s already won $20,000, if he wins he could win $50,000 for the nonprofit
AdvisorHub has recognized five TCI Wealth Advisors professionals on its 2026 Advisors to Watch lists
Jul 14, 2026Jessica Nelson Appointed to Holistiplan’s 2026 Enterprise Customer Advisory Board
May 14, 2026TCI Named Among Financial Planning’s RIA Leaders for 2025
Dec 1, 2025TCI Named a Top RIA by Financial Advisor Magazine for 2025
Jul 16, 2025TCI CEO Sam Swift, CFA, CFP®, AIF® Guests on The Behavioral Divide Podcast
Apr 30, 2025Michael Preis, CFA, TCI’s CIO, Speaks to Citywire RIA About Joining Firm
Apr 22, 2025Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in The Arizona Republic
Apr 17, 2025