Tennyson Wealth Management, serves Hilton Head Island, SC, Costa Mesa, CA and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Tennyson Wealth Management.
Tennyson Wealth Management provides investors custom tailored strategies to meet short and long-term needs. Our goal at Tennyson Wealth Management, is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Roger Tennyson a practicing Financial Advisor. He has continually worked to further his professional education and business acumen. He holds the professional designations of: Certified Financial Planner (CFP®) and Chartered Advisor for Senior Living (CASL®). He served as President of the Hilton Head Area Council of Estate and Financial Advisors in 2017-2018.
Mr. Tennyson’s focus and experience is comprehensive wealth management for retirees, pre-retirees and closely-held business owners.
Our team works with each client individually to identify their unique core values and life goals. We then work with them to create a financial strategy designed to support those ideals. Our comprehensive financial planning services are highly personalized and available to businesses owners and individuals in or near retirement. By offering frank, honest financial advice, we help each client create a practical, feasible plan based on their true financial picture. We utilize the Income for Life Model® to help our clients’ achieve their full financial potential.
Roger is married to Heidi Wright-Tennyson, the Director of Golf at Moss Creek, has two children and one rescue dog.