Wealth Management Dedicated Team
Get actionable financial adviceSM from a dedicated team of specialists.
If you have $1M or more in or outside of your employer-sponsored retirement plan, work with a dedicated team of wealth management specialists.
Why TIAA
Our wealth management specialists can help with more complex financial needs.
Collaborative team approach
We blend diverse experience and unified strategies with seamless communication and support to elevate your financial planning and investing experience.
Dedicated financial advisor
Your dedicated advisor leads and partners with your wealth specialized team to deliver on your personalized goals.
Portfolio manager
Backed by TIAA's experienced investment management team, your dedicated portfolio manager offers comprehensive investment advice on your portfolio.
Wealth planning specialists
We offer assistance with wills, trusts, powers of attorney and beneficiary designations. We can also coordinate with your external attorneys and accountants to make estate planning easier.
Estate administrators
Our advisors provide help with advice that requires specific knowledge in estate planning, retirement strategies, taxes, bill payment assistance and charitable trusts.
Investment management group
A dedicated team of specialists, working in tandem with your advisor and portfolio manager, conduct rigorous research and monitor your portfolio and potential risks.
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
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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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.