Templeman Wealth Management Inc.

Templeman Wealth Management provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, serving a relatively small client base with roughly $52 million in discretionary assets. Services include written investment policy statements, asset allocation and ongoing portfolio monitoring, along with financial plans that are typically delivered as one‑time engagements unless additional services are requested.

The firm’s investment process combines charting, fundamental, quantitative and technical analysis within a modern‑portfolio framework and generally implements a long‑term trading approach under discretionary authority documented in each client’s IPS and risk profile. Clients are required to custody assets at Schwab Institutional; fees are asset‑based and billed quarterly in arrears, and the firm describes policies intended to seek fair allocation of opportunities across accounts.

A distinguishing feature is the firm’s affiliation with an accounting practice: the principal operates an affiliated accounting firm and may offer accounting services outside of the advisory relationship, though clients are not required to use those services. The brochure also discloses other unrelated privately held businesses owned by the principal (a commercial real estate holding entity and an entertainment/licensing business), which the firm states will not be marketed to clients.