Craig Toberman connected with Maggie Peters from Ladue News in the sponsored article “Toberman Wealth Helps Manage Family Wealth for Financial Harmony” to discuss the role a financial advisor can play to preserve generational wealth and preserve financial harmony with family.
Toberman Wealth provides a concierge level of service, allowing Toberman to invest in each client’s future success. Free of institutionalized sales quotas, legacy processes or secondary agendas, Toberman Wealth is not affiliated with any broker-dealer; clients appreciate that Toberman himself is always the main contact. “One client shared with me that what she values most is sound financial advice delivered through a personalized, life-long relationship with her financial planner,” he says. “To continue to deliver this high-touch approach indefinitely, I may ultimately have to pause accepting new clients – and I am okay with that. That’s how I believe most high-value services should be delivered.”
If you are interested in hearing more of Craig Toberman’s thoughts on preserving generational wealth, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.