TKG Wealth Advisers LLC

TKG Wealth Advisers LLC provides discretionary wealth management and financial planning to individuals, families, pension and profit‑sharing plans, and businesses. The firm offers portfolio management, retirement‑plan consulting, investment policy development, and coordinates with other advisers; it also serves legacy clients through co‑advisory arrangements with prior third‑party advisers.

The firm conducts a written intake and periodic reviews to tailor portfolios to each client’s risk tolerance and time horizon, implementing diversified portfolios that may include institutional‑share mutual funds, ETFs, individual securities, fixed income and, when appropriate, insurance products. TKG commonly allocates portions of client assets to unaffiliated third‑party managers and uses an institutional custody platform (Charles Schwab) for execution, custody, and reporting while monitoring third‑party performance.

Noteworthy about TKG Wealth is its operational overlap with an affiliated accounting practice (TKG Tax and Accounting) and that certain firm principals also act as licensed insurance producers; these accounting and insurance activities can generate referrals and insurance commissions, which the brochure discloses as potential conflicts of interest. The firm’s continuation of legacy co‑advisory relationships—where fees are split with prior advisers—and its explicit ERISA plan‑fiduciary services are also features that distinguish it from many supported firms.