Turquoise Wealth Management

09/14/2023

Core Value - Community – Our success is symbiotic with our community. Turquoise Wealth Management asks all team members to invest 1 hour/week as a volunteer in the community on company time.

Sherri has been integral in the planning and ex*****on of the recent Convoy of Hope program that was hosted at the Tippecanoe County Fairgrounds. Sherri along with 700 other volunteers from 20 churches worked to execute on the convoy tagline; "Hope is the spark to bring change for a better future." The Convoy team brought hope in the form of:

• 3,200 people served
• 45 Veterans served
• 5,000 bags of groceries given
• Breast Cancer Services
• Job/ Career services
• Haircuts
• family photos
• Free kids' shoes
• Seeds to grow fresh veggies
• Health services
• Community services
• Bounce houses, lunch and fun for the whole family
BUT Most Importantly, what makes this effort special and unique are the Emotional and Spiritual Resources provided. Volunteers were on hand to pray with those attending!

Sherri was the Leader of groceries and organized the unloading and logistics of 2 semi-trailers full of groceries on the hottest day of the year – August 24!

Thank you Sherri for your work for our community! TWM was proud to sponsor this event, and grateful for your contributions!

10/15/2022

Turquoise Wealth Management welcomes Sherri Beabout to the team! Sherri holds a degree in finance and brings years of experience in both financial institutions and independent office environments. Because we believe that all good financial advice starts with having a personal financial plan, she will be quite busy putting her experience in wealth management and financial planning to work by supervising the planning process and supporting our clients. Welcome Sherri, we're grateful to have you on board!

02/24/2022

Our experienced and knowledgeable financial planners take a holistic approach by getting to know you and your aspirations before applying our expertise to build your financial plan.

Are you on track? Let’s find out with this online quiz?

https://wealth.emaplan.com/ema/LeadGen/Welcome/c7eeb347-7f36-45e4-8a7b-68184f1ed27b

11/22/2021

Turquoise Wealth Management is going through an exciting logo change!

One of the most common questions we receive….”Why the name ‘Turquoise’?” As most of you know, our namesake is the turquoise stone. Since the current logo we love doesn’t tie in, we hope the change will better represent the meaning.
The turquoise stone symbolizes wealth, wisdom, and happiness. We strive to personify these qualities in your life as we work with you to make wise investments and strategize and educate you towards achieving your goals. Ultimately, success means different things to each of us, but happiness is our wish for each of you.
We plan to complete the changeout by the beginning of the year, and you may still see the old logo on some documents as we update.
Below are some examples of the new logo you will begin to see!

01/22/2021

Listen to Lead Advisor Jessica Rebmann's perspective on the importance of a strong financial education:

https://vimeo.com/503647625

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

This is "Importance of a Strong Financial Education" by Turquoise Wealth Management on Vimeo, the home for high quality videos and the people who love them.

11/26/2020

Happy Thanksgiving from our family to yours! We hope everyone has a happy, healthy, and safe holiday!

11/06/2020

A quick message from Lead Advisor Jessica Rebmann about the importance of a financial education:

https://www.youtube.com/watch?v=fr79CaKmPXE

Reminder to our clients to check your email for an invitation to our first educational event on Monday, November 9, which will focus on estate planning!

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

How we help you succeed in the overwhelming information age.

10/19/2020

We believe financial planning should always be about you, the client. Let’s work together to build a legacy for you that’s about more than just money. Get a closer look at our team, our office, and our values in this introduction video!

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

We're fiduciary financial planners offering a boutique family office feel focused on educating, empowering and advocating for our clients.

09/25/2020

Our lead advisor Jessica Rebmann was recently featured in Advisors' Magazine discussing the values that formed Turquoise Wealth Management and her perspective on retirement planning. Check out the article "Changing an Industry's Culture: Teamwork, Diversity, Empowerment" at the link below!

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

Research shows that diverse workforces deliver greater productivity and profitability. “Companies in the top-quartile for gender diversity on executive tea...

09/04/2020

As the annual United Way campaign kicked off last week, we wanted to share our unwavering support for this important cause. This photo was taken at the yearly Scotch & Sirloin event last month, which recognizes past campaign chairs (including our Lead Advisor, Jessica Rebmann). The event was a socially distanced celebration of a successful year in the books! Turquoise Wealth Management is rooting for current Campaign Chair Matt Metzger and his team, and we're looking forward to seeing this community overcome the challenges of 2020 with another successful campaign!

07/31/2020

"I came across this quote when touring the Churchill Downs Museum, which is the home of the Kentucky Derby. The thing that strikes me about this quote is that, while I mostly believe that we choose our own happiness and it's a personal choice, I also believe that holding yourself to a higher standard can feel more difficult. However, we tend to rise to the occasion of the expectations that are set for ourselves.

Here at Turquoise, we set a high expectation for our team. We're constantly driven by our ideals of providing our clients with great value, great advice, and a high level of service for the fees and time that clients invest with us."

-Jessica Rebmann, CFP®