What TEAM does
for clients

TEAM Wealth provides fee-only, comprehensive investment management services. Our purpose is to help you:

We achieve this by understanding your goals, creating a plan to achieve those goals and practicing disciplined asset allocation.

We believe in a portfolio of assets that fits your risk profile, funds your lifestyle and meets your financial goals.

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Welcome

TEAM Wealth Planning and Management, Inc. is a SEC Registered Investment Adviser with offices in Chapel Hill, North Carolina and Amherst, Massachusetts. Our mission is to provide wealth planning and investment management services to the emerging wealthy; individuals and families; both traditional and non-traditional. We provide financial advice and instruments that allow people to invest in companies that reflect their values and meet their financial objectives.

Our clients come from differing levels of wealth and investment experience. Their objectives include:

  • Creating and accumulating wealth for retirement or a second home
  • Growing the wealth they have to fund children and/or grandchildren's college education
  • Protecting wealth from turbulent market conditions
  • Disbursing wealth through charitable gifts

As a fee-only advisor, TEAM Wealth avoids conflicts of interest by being paid solely by you, the client. We receive no commission from mutual fund or insurance companies. Our advice and our actions are objective and client-focused.

TEAM Wealth Planning and Management, Inc

Jennifer Johnsrud, CAIA
409 Main Street
Amherst, MA 01002
Office: 413-256-TEAM (8326)
Fax: 1-866-617-1732
jennifer@teamwealthinvestments.com

Larry McManus, CFP®
1525 East Franklin Street
1st Floor
Chapel Hill, North Carolina 27514
Office: 919-942-8145
Fax: 1-866-617-1732
larry@teamwealthinvestments.com