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BUSINE WEALTH

Busine Wealth provides wealth management and financial planning services aimed at helping clients feel financially secure. Their process centers on listening...

BUSINE WEALTH

Busine Wealth provides wealth management and financial planning services aimed at helping clients feel financially secure. Their process centers on listening to clients, understanding objectives and goals, creating a clear plan, and implementing it with ongoing communication and review. Ian Tinker, a Certified Financial Planner and Investment Adviser Representative, focuses on tailoring advice to how clients make decisions and the crossover between finances and daily life.

General information

Firm type

RIA

Principals

Ian Tinker

Certified Financial Planner, Investment Adviser Representative

Frequently asked questions

Does BUSINE WEALTH co-invest alongside external GPs?

There is no public record of co-investment activity. The firm has not been named as a limited partner in fund closes or as a co-investor in transaction press releases, making its posture toward external managers unknown.

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