TJB Wealth Management is a financial advisory firm founded by Trent J. Benedetti. The firm specializes in creating personalized financial plans for individuals and families, covering areas such as investment management, retirement planning, estate planning, and insurance. They operate as an independent firm, with their securities and advisory services offered through LPL Financial, a major registered investment advisor and broker-dealer. Their stated mission is to provide objective financial guidance and maintain long-term, trusted relationships with clients.

Founded in

United States