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)

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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