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Phil Susi

Founding Partner & Director of Wealth Management

TCP Asset Management

United States, Ohio, Columbus

About Me

TCP Asset Management Personal CFO and Fiduciary phil@tcpasset.com p. 614.761.9378 As a fiduciary, there is absolutely nothing that will interfere in our objective, vested interest in your well-being. Our strength lies in a holistic approach to strategic and tactical planning. We have designed an integrated process where client engagement, risk mitigation, investment strategy, tax management and philanthropy provide a larger framework for flexible, comprehensive planning. We believe in unifying the art of design with the science of high performance as a driving creative force to inspire and improve individual and organizational wellbeing. Clients we serve: business owners, entrepreneurs, e

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Profile Information

Founding Partner & Director of Wealth Management

TCP Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Columbus

Ohio

United States

Jul 16, 2024

Work Experience

TCP Asset Management

Founding Partner & Director of Wealth Management
Nov 2014 - Present
Email: phil@tcpasset.com

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