Wealth Management Dedicated Advisor
Get actionable financial adviceSM from a dedicated advisor.
If you have $250K to $1M outside your employer-sponsored plan, you can work with a dedicated TIAA wealth management advisor.
Why TIAA
Experience the power of a TIAA wealth management advisor.
Create a personalized financial plan.
We tailor plans according to your goals, dreams, risk tolerance, financial situation and family needs, flexing with you when needed.
Get actionable financial adviceSM.
With TIAA’s 100 years in retirement and investing, our wealth management advisors can help you make decisions today that can create better financial outcomes tomorrow.
Receive counseling and support.
We're here to help you navigate life’s ups and downs whenever the moment arises.
We are your partner
Our team is part of your team.
Unlike public investment firms, we have a nonprofit heritage with no public shareholders, creating a unique culture that motivates our team to serve you and your best interests.
Experience the difference
What makes TIAA Wealth Management different?
Our dedicated advisors are your partner for life.
One company, twice the advice.
We specialize in providing comprehensive advice on retirement plans and investing, making it easier for you to plan for the future.
Our advisors put client needs first.
Our advisors are compensated for financial planning and working with clients, providing more objective and product-agnostic advice.
We are specialists in retirement income planning.
We can help you have money coming in for as long as you live.
Our advice evolves alongside your needs.
Our advice services start the moment you begin saving and continue through retirement, changing with your needs. We’re more than a retirement company; we’re your financial partner for life.
PRODUCT SPOTLIGHT
Enhance your portfolio with our versatile offerings.
TIAA IRA
With our TIAA Traditional fixed annuity,* turn your savings into money coming in for as long as you live.1
Brokerage account
Take charge of your financial future with a self-service account.
Managed investment accounts
Let seasoned financial specialists manage your portfolio.
*TIAA Traditional is issued by Teachers Insurance and Annuity Association of America (TIAA), New York, NY.
Need more information?
Schedule a complimentary meeting with one of our team members or consultants to answer all your questions and advise on next steps.
Call 844-567-9077, or schedule a time with us.
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Frequently asked questions
Do I need a financial advisor?
Most people can benefit from partnering with an advisor. Signs you may need one include if you lack clarity about your financial goals, face growing tax bills, feel anxious about market downturns or are uncertain about how life changes may impact your financial future. Financial advisors can provide personalized guidance, strategic tax planning and stability during market volatility, and they can help you make informed decisions during major life changes.
What key attributes should I look for in an advisor?
When looking for a financial advisor, consider their transparency, expertise and focus on delivering actionable advice you can understand and use. They should be upfront about their costs, possess a deep understanding of financial planning and market trends, and prioritize your best interests. Look for advisors who will partner with you to offer personalized guidance and, perhaps most importantly, you are comfortable working with.
How much money do I need in investments to work with an advisor?
The fees associated with investing and financial planning can seem opaque. But the right advisor should be upfront about their costs—typically a percentage of the assets they manage for you, though fee structures vary. Many advisors also have a minimum investment requirement. At TIAA, you can access a dedicated wealth management financial advisor if you have $250K or more in assets outside of your employer-sponsored retirement plan. This includes access to tools, research and investment opportunities typically not available without an advisor relationship.
1 Annuity contracts may contain terms for keeping them in force. We can provide you with costs and complete details.
TIAA Traditional is a fixed-annuity product issued through these contracts by Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY, 10017: Form series including but not limited to: 1000.24; G-1000.4; IGRS-01-84-ACC; IGRSP-01-84-ACC; 6008.8. Not all contracts are available in all states or currently issued.
"We can help you have money coming in for as long as you live" refers to the annuity income received in retirement. Guarantees of fixed monthly payments are only associated with TIAA's fixed annuities. Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability.
Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
We do not charge you a separate fee for the Planning Services, but reserve the right to do so in the future. However, TC Services, its financial professionals and TIAA affiliates receive compensation if you choose an account, product, or buy or sell securities we recommend after receiving the Planning Services. You will pay the fees and costs associated with the account, product, purchase or sale.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.