Tortuga Wealth Management is a registered investment adviser (RIA) dedicated to providing comprehensive financial planning and wealth management services. As a fiduciary, the firm is legally obligated to act in its clients' best interests. They specialize in a holistic approach that integrates investment management with financial planning areas such as retirement planning, tax strategies, estate planning, and insurance analysis. The firm was founded by Brandon Bains, CFP®, with a mission to help clients navigate their financial journey and achieve their long-term goals.

Founded in

United States