Our Services

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

Color of Money Risk Analysis
Generational Vault Login

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.