Financial Services | TSM Wealth Management

Who We Are

Financial Advisor Doug Rector is an experienced investment management and financial planning professional who works to provide clients with high quality services and products for individuals and businesses.

He is a registered representative of Mid Atlantic Capital Corporation, a registered broker/dealer and an investment adviser representative of Mid Atlantic Management, Inc. a SEC registered investment Adviser.

The Mid Atlantic platforms allow us to provide first-class services and products to our clients.

Registered Representative, Belinda Peterson is the Customer Service Specialist. She is registered with Mid Atlantic Capital Corporation and has 11 years of experience in the banking industry. She has earned the respect of both clients and peers for her attention to detail and strong client advocacy.

Securities are offered through Mid Atlantic Capital Corporation (“MACC”), a registered Broker/Dealer, Member FINRA/SIPC*. Financial advice is offered through Mid Atlantic Financial Management, Inc. (“MAFM”), a registered Investment Advisor. TSM Wealth Management is not a subsidiary or control affiliate of MACC or MAFM.

*FINRA www.finra.org * SIPC www.sipc.org
FINRA’s BrokerCheck, http://brokercheck.finra.org/

Products and Services

For the Individual

  • Financial Planning/ Consulting
  • Mutual Funds, ETF’s, Stocks, Bonds
  • Investment Advisory-fee based
  • 529 College Savings plans
  • Rollover, Regular, and ROTH IRA’S
  • TSA/403(b) Plans
  • Variable Annuities
  • Fixed and Indexed Annuities*
  • Estate Planning
  • Life and Disability Insurance*
  • Long Term Care Insurance*
  • Retirement Projections and Fixed Income planning
  • Real Estate Investment Trust (REIT’s)

For the Business Owner

  • Retirement Plans-401(k), SEP, SIMPLE, Profit Sharing
  • Business Financial and Estate Planning
  • Group Plans-Health, Dental, Vision, Life*
  • Long-term Disability Coverage (LTD)*
  • Buy/Sell and Key Person Coverage*
  • Executive Compensation Plan Design*

*These services and/or products are not offered by MACC or MAFM.

Financial Planning Services

Our services will include analysis of the following key components:

  • Retirement Planning
  • Investment Review and Management
  • Educational Funding
  • Estate Analysis
  • Business Situation Review
  • Insurance and Risk Management
  • Income Tax Reduction Strategies

Doug Rector, TSM Wealth Management, MACC and MAFM do not provide any tax and/or legal advice. You should consult with a legal and/or qualified tax professional for any tax and/or legal advice.

Securities are offered through Mid Atlantic Capital Corporation (“MACC”), a registered Broker/Dealer, Member FINRA/SIPA*. Financial advice is offered through Mid Atlantic Financial Management, Inc. (“MAFM”), a registered investment Advisor. TSM Wealth Management is not a subsidiary or control affiliate of MACC or MAFM.

*FINRA www.finra.org * SIPC www.sipc.org
FINRA’s BrokerCheck, http://brokercheck.finra.org/

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