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We're here to help you GRAB YOUR FINANCES BY THE HORNS
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We approach financial management strategies for our clients from a Biblical perspective.
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Why Choose Us

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Who We Are

Toro Wealth Management is a Full-Service, Independent Financial Firm whose advisors are powered by LPL Financial.

Your Risk Number

We Use Riskalyze to make sure that your portfolio represents your comfort level, not ours.

Build your Wealth

At Toro Wealth Management, wealth planning isn’t a one-time task. It is an ongoing process.

Do you know how much risk you’re comfortable with?
We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Watch the video below to find out more.

Capture your risk tolerance and see if your portfolio fits you

Our Services We Provide

Our financial management approach is based on principles of biblical wisdom to address client’s current financial needs and future goals.

Wise Counsel simplifies the complexities of managing wealth.

We can provide specific recommendations on portfolio design based on the review and examination of current assets and equities.

Retire TO something rather than FROM something

We define financial freedom as that point where work becomes optional. Our primary focus is to offer tailored strategies designed to address the needs of your life goals and financial growth. We provide proactive, comprehensive advice that is designed to work towards long term results.

Take the guesswork out of your financial future.

Riskalyze is cutting edge technology that identifies your acceptable levels of
risk and reward. Using this tool, we ensure that your portfolio defines your
investment goals and expectations.

You work a lifetime saving and building your estate and then what?

We believe there are three forms of capital that pass from generation to generation – financial, social, and spiritual. Wealth transfer begins during one’s lifetime and considers the impact on the beneficiary as its primary objective.

Life insurance plays an integral part in any financial plan.

It’s about protection. Home, auto, liability, disability, life, long-term care: we can help you navigate the offerings and choose the coverage and policies that meet your needs.

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

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