Our Services

TKC Wealth Management is dedicated to developing lasting relationships with you by providing you a financial plan personalized specifically for you and your needs, taking into account information pertinent to your financial needs current and future, provided by you.  We offer a wide variety of investment services that your advisor will discuss with you and help you determine which products match your risk tolerance and objectives for your finance needs.  We provide financial security to clients worldwide with our broad customized platform and proactive counsel.



Tax planning is to align financial planning with tax efficiency. We integrate tax planning in each part of our financial planning to identify favorable tax opportunities. We suggest you contact your tax accountant or CPA for more tax advice.


Life is full of surprises, especially when you set a new milestone in life in a new place. TKCW better prepares you for a rainy day, and lets you and your loved ones stay more confident in planning ahead for the future. Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money (the “benefits”) upon the death of the insured person.  There are various types of Life Insurance including Term, Universal, and Whole Life.


TKC offers a broad platform of investment products through investment planning. We build customized asset allocation model to meet client’s goals.

Traditional Investments include Fixed Income, Equity, Mutual Fund/ETF and Unit Investment Trust;

Alternative Investments feature niche strategies in a variety of alternative asset classes, from real estate to energy, may be used to complement a client’s existing portfolio. These asset classes usually have low relationship with traditional investments.


Retirement planning is an important part of your financial planning as a whole, no matter where you are in life. TKCW has extensive experience in retirement planning for individuals, families and businesses. We can help you achieve your retirement goals. Some common retirement tools include Annuities-Fixed or Variable, IRAs, Defined Contribution Plans and Defined Benefit Plans.


Estate planning is the process of anticipating and arranging for the disposal or transfer of an estate.

Offshore Trust

An offshore trust is simply a conventional trust that is formed under the laws of an offshore jurisdiction.

Family Trust and/or Foundation

A family trust, also known as a living trust or revocable living trust, is a legal document that permits the person who prepares it or has it prepared to make changes to it at will.


*Variable Annuities and Alternative Investments are offered through Landolt Securities, Inc. member FINRA/SIPC. Commissions are received by T.K. Chen Financial Services, LLC.