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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-23-2025
- Office Locations
- 1
Office Locations
About Tomkiewicz Wealth Management
Tomkiewicz Wealth Management is a fee-only RIA serving professionals, wealth builders, and retirees across Berkshire County and the Capital Region. The firm provides comprehensive financial planning and ongoing investment management, including retirement income planning, tax planning, and protection/insurance guidance, with an emphasis on clear, jargon-free advice and built-in risk safeguards. Custody via Charles Schwab.
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Owner & Executives
NATHAN ROBERT TOMKIEWICZ
Chief Compliance Officer, Owner
- CRD
- #6837450
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,056,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,056,793 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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