Human-first begins with you.
As we move through our lives, we’re met with moments worth celebrating — but we’re also faced with unexpected obstacles. Difficult times often require us to make critical financial decisions, though it can be hard to know what the right avenue is. At Transitus Wealth, we’re dedicated to understanding your situation, your story, and creating a clear plan to help you move forward in confidence.
There Are Two Sides to Financial Planning:
The Human Side and the Wealth Side
We Meet You in the Middle
The “T” in our logo is for Transitus, meaning “transitions” in Latin. You and everything around you are always changing and evolving.
Understanding your unique story, current situation, and wealth picture are the keys to making informed decisions that lead to your wellbeing.
The “W” in our logo stands for wealth, which encompasses your entire financial picture, from your retirement savings to your insurance and taxes.
The Right Financial Choices Start Here
What We Provide:
A Clarifying Process
The Transitus Process™ helps you reflect on your life moments, helps us understand what matters to you, and lays the groundwork for making decisions that are right for you.
Fee-Only Financial Planning
As fee-only fiduciaries, we do not receive commissions from investments. We are compensated directly by you and only offer guidance in your best interest.
A Dedicated Team
With CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist certifications, our team specializes in both the technical and the human side of financial decision-making.
What's happening in your life?
Whether you’re preparing for retirement or you’re experiencing a dramatic disruption in your life, our team is ready to help you make decisions that are right for you.