Our Capabilities

A Firm That Customizes Your Strategies

We do not provide off-the-shelf strategies for our clients. We listen to them, discuss their needs, and help them develop their goals to create a lasting financial plan for themselves, their legacy, and their families.

The team at Tourbillion believes that it is essential to have a personal relationship with each client, which requires knowing and trusting each other. We meet regularly with each client to ensure their financial plan and personal and financial goals align. We don't dictate to our clients what they should do; our ongoing dialogue drives our process.

We are dedicated to providing high-level service to each client based on their needs, and we offer a comprehensive range of products and services necessary in pursuing your goals

For Individuals

We think you should live your life by design and not by default. Wealth Management, the intersection of financial planning and asset management, is the foundation. Here are some of the Wealth Management services we offer:

Goal Based Financial Planning

Asset Preservation Strategies

Liquidity Options

In-Depth Portfolio Management

Multi-Generational Estate & Trust Planning Strategies

Education Planning & Investing

For Businesses

How is your business doing? Is your 401K plan serving its purpose? Do you have a succession plan in place if something unexpected happens? Do you have unique business risks? How will the sale of your business affect your retirement? As business owners, we understand what it takes to start and operate a successful business, and we can help. Our Business Solutions include:

Corporate Advising

401(k), Cash Balance, and Employee Stock Ownership Plan (ESOP) Planning

Succession & Exit Planning

Captive Insurance

For more information about our firm and the services we offer, email us or call the office. We would welcome the opportunity to speak with you.

michaelacohn@tourbillionfa.com | (202) 559-8383