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 Tennyson Wealth Management
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  • About Us
    • Our Process
    • Who We Are
  • Services
    • Income Planning
    • Enhanced Planning
    • Investment Management
    • Retirement Planning
    • Social Security Maximization
    • Tax Strategies
    • Generational Vault
  • Media
    • Newsletters
    • Video Library
  • Events
  • Contact

Events

Enhanced Planning Webinar

Hosted by Roger Tennyson

September 4th at 11am

Click here to register!

Enhanced Planning Webinar

Hosted by Roger Tennyson

September 5th at 6pm

Click here to register!

Our Services

  • Income Planning
  • Enhanced Planning
  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Tax Strategies
  • Generational Vault

Contact Our Office

California: (714) 397-2906

South Carolina: (843) 422-7532

Contact Our Office .

Tennyson Wealth Management serves Southern California and surrounding communities, providing families and businesses with innovative financial strategies, solutions, and planning.

Contact Info

  • Address:895 Dove St Suite 300 Newport Beach, CA 92660
  • California:(714) 397-2906
  • South Carolina:(843) 422-7532
  • Email:roger@twealthinv.com

Our Services

  • Income Planning
  • Enhanced Planning
  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Tax Strategies
  • Generational Vault

Quick Links

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  • About Us
    • Our Process
  • Our Services
    • Income Planning
    • Social Security Maximization
    • Generational Vault
    • Retirement Planning
    • Enhanced Planning
    • Investment Management
    • Tax Strategies
  • Newsletters
  • Contact

  • Check the background of this investment professional on FINRA's BrokerCheck.


    Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Tennyson Insurance Solutions. Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted.