CoverProfile

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

View more

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

More profiles to browse

Profile Photo
Philip Bervig
Partner & Director Wealth Management
Profile Photo
Joshua Allen
Founding Partner & Director of Wealth Management
Profile Photo
Benjamin Randall
Wealth Management Analyst
Profile Photo
Branda Allen
Partner & Director of Wealth Management

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RD
Russ Degitz
Principal
Huntington University