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About Me
Bryce Medd and his firm, The Wealthy Tortoise, deliver personalized, comprehensive financial services - emphasis on:
1. “Personalized” because YOU have different goals and are best served by strategies customized for your unique needs and
2. “Comprehensive” so that no aspect of your financial life gets missed.
“Recognizing that money is just a tool to accomplish what a person wants in life,” Bryce says, “We focus on understanding what our clients want, what their hopes, dreams and values are. Armed with this information, we become highly effective in recommending the most suitable strategies and tools. Remember the goal is to make the best use of our clients' money to help them live a great life!
A financial professional since 1979, Bryce’s credentials include three financial industry designations: CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Registered Financial Planner (R.F.P.), and Trust and Estate Practitioner (TEP). Hard-earned, these designations assure you have someone with a working knowledge of income tax, retirement planning, estate and trust planning, investment and risk management issues and solutions.
Bryce’s firm has built a loyal clientele; people like you who are clearly and confidently moving toward their own goals. Our clients happily make introductions to their peers, family and friends. Growth at the Wealthy Tortoise is steady and appreciated.
1. “Personalized” because YOU have different goals and are best served by strategies customized for your unique needs and
2. “Comprehensive” so that no aspect of your financial life gets missed.
“Recognizing that money is just a tool to accomplish what a person wants in life,” Bryce says, “We focus on understanding what our clients want, what their hopes, dreams and values are. Armed with this information, we become highly effective in recommending the most suitable strategies and tools. Remember the goal is to make the best use of our clients' money to help them live a great life!
A financial professional since 1979, Bryce’s credentials include three financial industry designations: CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Registered Financial Planner (R.F.P.), and Trust and Estate Practitioner (TEP). Hard-earned, these designations assure you have someone with a working knowledge of income tax, retirement planning, estate and trust planning, investment and risk management issues and solutions.
Bryce’s firm has built a loyal clientele; people like you who are clearly and confidently moving toward their own goals. Our clients happily make introductions to their peers, family and friends. Growth at the Wealthy Tortoise is steady and appreciated.