the heart of

what we do


Relationships are at the heart of our work. We specialize in preserving and building wealth for high-networth individuals and families, providing a multi generational relationship structure that helps future generations become outstanding stewards of their wealth. Timber Creek makes a personal commitment to each of our clients. We believe that confidential communication and a deeply personalized experience builds confidence and trust which serves as the foundation of the relationship...for generations.

Our clients know we have time for them. We participate in clarifying family goals, we provide customized solutions and are available to serve as a sounding board for any financial questions.

Our investment team answers your phone calls and personally handles the details of your wealth management. We take great care in protecting your wealth and overseeing the stewardship of your family assets.