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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-12-1982
- Office Locations
- 1
Office Locations
About TFC Financial Management INC
Boston-based TFC Financial provides comprehensive wealth management and financial planning focused on retirement and major life transitions, including tax, retirement income, estate, and business-transition planning. The team serves business owners, corporate executives, women in transition, and multi-generational families, implementing portfolios that often use ETFs and mutual funds on custodians such as Schwab and Fidelity. Named to CNBC’s Financial Advisor 100 four times (ranked #10).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RENEE KAMYEE KWOK
Chief Executive Officer, President
- CRD
- #2003587
- Ownership
- 50% but less than 75%
LEANN NATHAN SULLIVAN MRS.
Client Advisor, Senior Vice President
- CRD
- #2397590
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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JANE TAUBNER BARNEY
Client Advisor
- CRD
- #2678629
SCOTT MITCHELL BURG
Director
- CRD
- #4045251
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,780,827,449 | $1,099,955 |
| Non-Discretionary | $0 | -- |
| Total | $1,780,827,449 | $1,099,955 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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