Welcome to Transitions Wealth Management

. Your interests, your beliefs, your endeavors, your people. How do you get them to connect? 

Collaborate. Transitions Wealth Management connects your wealth planning and highest financial interests with our seasoned expertise. 

Transition. We help clients apply their family wealth to their family’s well-being, fully and confidently; we further specialize in assisting widows, divorcees, retirees, and others facing inheritance and liquidation events.

Live. Are you ready to get started? Contact us today to learn more.
We are pleased to announce that Eugene Fama has been awarded the Nobel Prize in Economics. Professor Fama's groundbreaking work on asset pricing and markets inspired the founding of Dimensional, and his ongoing contributions have guided our investment approach for more than three decades. We extend our congratulations to Gene for this well-deserved recognition and thank him for his profound impact on Dimensional and investors worldwide. http://www.dfaus.com/2013/10/eugene-fama-awarded-nobel-prize-in-economics.html

The Power of Markets

Click here to read the article "Where Smart Money is Headed"
News You Can Use

Second quarter, 2014
Commentary, analysis, and tools to help put the market events and performance of the second quarter in perspective.more >

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When It Pays To ID Security Sales
Suppose you acquired shares of a single stock or mutual fund at various times during the past few years. Now the price has risen, and you may want to sell some of your holding and pocket a profit. Or maybe the price is down, and you want to sell shares to "harvest" a loss that could offset gains in other positions.Either way, there's an important question: Which shares are you selling? Unless you say otherwise, the IRS assumes that the first shares you sell are the first ones you acquired. . more >

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Be an Informed Investor

Read our guide on how to gain financial confidence and pursue your life’s goals.

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