Private Wealth Management with Purposeful Strategy

The Fifteen™ changes everything.

Our planning engine is purpose built around milestones. Advisor success is measured in time with clients and grounded in The Fifteen FrameworkIdeas That Power Modern Wealth Strategy. The Fifteen principles combined with The ForumIdeas That Power Modern Wealth Strategy, our elite group of advisors, wealth strategists, and visionaries, we focus on accelerating growth and creating lasting wealth.

At 15 Wealth, strategy starts with listening.

We begin with a comprehensive assessment of your current financial landscape—income, spending, assets, and liabilities—to define clear, personalized objectives: grow your assets, prepare for retirement, preserve wealth, support loved ones, and legacy planning.

We work across both phases of wealth—accumulation and distribution—ensuring every move is handled with strategic clarity and tax efficiency. Our advisors act as fiduciaries, bringing disciplined, macro-to-micro investment frameworks into every conversation.

Comprehensive, supportive legacy planning.

Custom Discovery

Your personal advisor will do a unique custom discovery to map your lifestyle, values, goals, and risk tolerance. Our process of onboarding is a relationship focused journey to success.

Tailored Strategies

Next, your advisor will personally architect portfolio strategies to meet your defined goals that are uniquely dynamic and designed to flex with growth, sustain legacy, and absorb disruption foreseen or not.

Active Monitoring

At 15 Wealth we manage portfolios differently. Assets are under ongoing monitoring, rebalancing, and your advisor will speak to you at regular checkpoints so you're empowered every step of the way.

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Modern Wealth Strategy
Next-Gen + Heir Strategy
Retirement
Portfolio Management
Career Transitions
Tax Strategies

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and other advisory services offered LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through TSFG, LLC, a Registered Investment Advisor. 15 Wealth and TSFG, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.

ADV Part 3 | Relationship Summary