TenBroeck Wealth Management is an independent fiduciary investment adviser based in Visalia, California. Led by CFP® professional Schad TenBroeck, the firm provides investment management and financial planning for families and business owners. Its investment approach focuses on analyzing durable businesses, valuing them, and investing when prices are appropriate; depending on a client’s needs, portfolios may also use diversified funds or broad-market indexes.

Services include retirement income planning, tax planning, estate and legacy planning, and guidance for clients with concentrated wealth or equity compensation. Business-owner services address household and company finances, cash flow, company retirement plans, and exit planning. Financial planning is included for investment-management clients, with no separate planning fee. The firm publishes its advisory fees, which are charged on managed assets, and relationships generally begin at $100,000 in managed assets.

TenBroeck’s educational library covers investing and financial planning topics. The firm does not provide tax preparation or legal services, and its educational content is not personalized advice. Accounts are held at Altruist, an independent custodian.