Your Financial Advisers

We have aligned with an advanced planning team that serves as a resource for clients as well as our firm.

Tom Gartner CFP

Tom Gartner : Tom has a degree in Finance from the University of San Diego, and is a Certified Financial Planner practitioner.  He was recently honored with a Best in Client Satisfaction Award from Twin Cities Magazine.

James Peterson

James Peterson is a Registered Representative and Financial Advisor of Park Avenue Securities LLC.  Jim is also a Financial Representative of, the Guardian Life Insurance Company of America, New York, NY.

Matthew Tuttle CFP

Matthew Tuttle, CFP, MBA is a familiar face amoung the financial media.   He is a frequent guest on Fox Business News, and BusinessWeek TV.
He is the author of How Harvard & Yale Beat the Market, and Financial Secrets of my Wealthy Grandparents.  He also received the Fairfield County’s ( Connecticut) 40 Under 40 Award.

Matthew’s Blog

Tuttle Wealth Management, LLC does not take custody of any client assets.All clients have their own individual accounts held at Fidelity Investments. Fidelity executes trades, sends confirms, and sends statements.

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