When building TSA Wealth Management, it was our goal to provide clients with the personalized, expert, service of a boutique firm without sacrificing the resources of the largest firms. To make that happen, we partner with various best in class service providers for the benefit of our clients. For example, we partner with Blackrock, leveraging their teams of investment experts and risk management technologies, to manage our client portfolios while also leveraging 55ip – a trading arm of J.P. Morgan – to optimize trade execution. As wealth managers, we act as a client’s central point of contact where they can direct all financial questions.