Broker Check

Products & Services

At Tortuga Wealth Management, we provide assistance in the following areas:

Investments

  • Common Stocks
  • Bonds
  • Preferred Stocks 
  • EFTs (Exchange Traded Funds)
  • Closed End Funds 
  • Mutual Funds 

Insurance Products 

  • Life Insurance 
  • LIRP (Life Insurance Retirement Plan)
  • Fixed and Variable Annuities
  • Long Term Care
  • Buy/Sell Agreements 

Planning Services

  • Education Planning
  • Estate Planning
  • 401(k) Plans
  • Defined Benefit Plans
  • Profit Share
  • Executive Deferred Comp Plans
  • Tax Planning 

Account Services 

  • Brokerage Accounts
  • IRA Accounts
  • SEP IRA Accounts 
  • 529 Plans
  • TOD (Transfer on Death) 
  • Trust Accounts 
  • Check Writing 
  • Individual (k) Accounts