TESSERACT FINANCIAL INVESTMENTS wealth management

TFI currently offers wealth management services in conjunction with a sister company, NYFTY Wealth, which is owned and operated by TFI's own Steve Lifgren, Director of Securities and Equities.  While having in house wealth management is in our vision and on our to-do list, for the time being Steve handles the clients of TFI who are looking for a complete wealth management solution.

TFI recognized the value of extending wealth management services to our clients as we are able to package several complimentary services of value; Wealth Management in the Liquid Markets, Real Estate Investing and Ancillary Services and our very own investment solution - The TFI Evergreen Hybrid Investment Fund.  

Our goal has always been and it shall always be to guide our clients to the best of our abilities so that they can make the decision what is best for them even if it means referring business to other trusted colleagues who have the appropriate solutions.

NYFTY Wealth is owned by TFI's managing member Steve Lifgren.  Steve opened his wealth management firm provide several solutions; clients are talking to the advisor that is actually handling their investments in lieu of a forward facing salesperson typically found at most investment firms, cater to those that need advisory services regardless of their current wealth and to integrate his knowledge, experience and skillset in real estate as someone who can seamlessly combine real estate and liquid market investment strategies.

For additional information, please visit the NYFTY Wealth website and/or reach out to Steve Lifgren directly at 602-317-4226

Here are some of NYFTY Wealth's core Philosophies

Personal Finance: 

Build a Strong Financial Future 

Managing your personal finances effectively is key to achieving long-term security and reaching your financial goals. From budgeting and saving to investing and retirement planning, our expert guidance helps you make informed decisions tailored to your unique needs. Whether you're just starting out or looking to optimize your financial strategy, we provide the tools and insights to ensure your financial health today and in the future. 

Investment Advice: 

Grow Your Wealth with Confidence 

Navigating the world of investments can be complex, but with the right strategy, it's an essential step toward financial success. Our tailored investment advice is designed to match your goals, risk tolerance, and time horizon. Whether you're looking to grow your wealth, diversify your portfolio, or prepare for retirement, we provide expert insights and strategies to help you make sound investment decisions and build lasting wealth. 

Retirement Planning: 

Secure Your Future Today 

Planning for retirement is one of the most important financial steps you'll take. Our retirement planning services help you map out a clear path toward financial independence, ensuring you can enjoy your golden years without worry. From optimizing savings strategies to choosing the right investment vehicles, we work with you to create a personalized plan that secures your future and aligns with your retirement dreams. 

Portfolio Management: 

Maximizing Returns, Minimizing Risk 

Effective portfolio management is key to achieving your financial goals while managing risk. Our expert team offers tailored strategies that balance growth and protection, ensuring your investments are aligned with your financial objectives and risk tolerance. With a focus on diversification, regular rebalancing, and market insights, we help you build and maintain a portfolio that adapts to changing market conditions and maximizes your potential returns.