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About Tufts Wealth Management

At Tufts Wealth Management, we are dedicated to providing personalized, client-first financial guidance that helps individuals, families, and businesses build and protect their wealth.

As an independent firm, we are free from corporate influences, allowing us to craft unbiased financial strategies tailored to your unique goals. Transparency and integrity are at the heart of everything we do, ensuring you receive clear, honest advice designed with your best interests in mind.

We understand that financial planning isn’t one-size-fits-all. Whether you’re preparing for retirement, growing your investments, or securing your legacy, we provide strategic, long-term solutions to help you navigate your financial future with confidence

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My Story

William Tufts

Founder & President, Tufts Wealth Management

William Tufts is a seasoned financial manager with over three decades of experience in the investment industry. A graduate of Oregon State University with a degree in Business and a specialization in Finance, along with a minor in Computer Science, William combines analytical expertise with strategic financial planning.

As an independent financial advisor and Registered Investment Advisor, William collaborates with a diverse range of investment firms, ensuring clients receive unbiased, customized investment strategies tailored to their unique financial goals. His fiduciary responsibility means he is committed to acting in his clients' best interests, providing guidance with integrity, transparency, and a long-term vision for success.

William is affiliated with Centaurus Financial, Inc., leveraging its resources while maintaining his independent approach to wealth management. His passion for helping clients navigate their financial journeys continues to drive his dedication to the industry.

Disclosure:

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and Advisory Services offered through Centaurus Financial, Inc., a Registered Investment Advisor, Member FINRA and SIPC. Tufts Wealth Management, Inc and Centaurus Financial Inc. are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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