TFC Financial Management, Inc.

12/24/2025

07/31/2025

Jim Joslin, Fred Pryor, Steve O'Neill and Warner Henderson, the founders of TFC Financial, recently gathered for lunch to commemorate an incredible milestone—45 years in the wealth management industry! Their legacy continues to inspire our team every day as we strive to uphold the values and vision they instilled in our firm.

Thank you to our founders for their dedication and leadership, which have laid the foundation for our success. Here’s to many more years of serving our clients with the same commitment and integrity!

06/26/2025

𝐇𝐞𝐚𝐭𝐰𝐚𝐯𝐞 𝐭𝐢𝐩: when it’s 100 degrees in Boston, do you know what’s actually cool… starting a Roth IRA when you’re young.

Summer means a lot of teens, college students, and recent grads are earning real paychecks. That makes it a great time to talk about funding a 𝐑𝐨𝐭𝐡 𝐈𝐑𝐀 - one of the best head starts you can give them.
- They can contribute up to $7,000 from their 2025 earnings
- Contributions can come from their job, savings, or even a gift from you (or generous grandparents)
- Some parents “match” contributions – just like employers – to boost savings habits
- Have leftover 529 funds? Roth conversions of those funds are now on the table (with some rules, of course)

As a bonus, use this as a chance to teach the magic of 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝 𝐠𝐫𝐨𝐰𝐭𝐡. Money saved and invested consistently from a young age has the potential to grow into something substantial someday.

We’ve put together a video that walks through many key concepts for young savers – check it out below!

👉 https://tfcfinancial.com/videos

Stay cool, and here’s to the next generation of financially savvy adults!

06/15/2025

The TFC team would like to wish all those fathers and father figures a very happy Father’s Day! This day is for you, hopefully you get a chance to relax and do something that you enjoy!

06/13/2025

Celebrating a Special Milestone! 💍
This week, members of our TFC Financial team came together after work to celebrate the upcoming wedding of Jaret Petruzzelli, a valued member of our investment team.
We had a fun time and shared some laughs as we wished him all the best with his future wife, Emily. The evening was also a good reflection of the camaraderie that makes being part of the TFC team so rewarding.
Please join us in wishing Jaret and Emily all the happiness in the world as they begin this next chapter together. 💐🥂

05/26/2025

At TFC Financial Management, we are reminded that the freedoms we enjoy—and the opportunities we help our clients plan for—are made possible by those who served with valor and selflessness. We extend our deepest gratitude to the families and loved ones of the fallen.

05/09/2025

We are proud to celebrate 45 years of helping our clients live their best lives and navigate challenges along the way. Since our founding, TFC Financial has remained committed to providing independent, personalized financial guidance, and we are honored to continue that tradition today.

As a majority women-owned firm, we are dedicated to maintaining our independence and the core values that have shaped our success. Thanks to the trust of our clients, we now manage over $1.5 billion in assets, a milestone that reflects our deep commitment to financial stewardship and long-term relationships.

Beyond serving our clients, we believe in giving back. The TFC Charitable Foundation also reflects our firm’s social values by promoting financial literacy, economic empowerment and supporting the Greater Boston community. Recently, we have been proud to support organizations such as Steppingstone, More Than Words, Big Sister Boston, and Women’s Money Matters — each making a meaningful impact on individuals and families.

At the heart of TFC Financial is our exceptional team of 22 dedicated professionals, who work every day to ensure our clients receive thoughtful, individualized counsel. We are grateful for the trust and relationships we have built over the years and look forward to continuing our journey together.

As we look to the future, we recognize that growth is the lifeblood of our firm — allowing us to continue investing in the resources needed to provide solutions for the ever-evolving needs of our clients. If you have a friend or family member who would benefit from our guidance, we would be honored to have the opportunity to connect. Referrals from clients and friends like you are the highest compliment we can receive. We’ve included a one-page snapshot of TFC that can be easily shared with those that you believe may benefit from speaking with us.

Thank you for being a part of our story. We look forward to many more years of shared success.

05/01/2025

We invite you to take a few moments to watch our latest video that focuses on the unique needs of emerging wealth builders. This video, hosted by TFC's Senior Client Advisors Kerri Allen and Toni Grimm, is designed to not just inform, but also empower you from the start with insights to help successfully position your financial future.

Join TFC's Senior Client Advisors Kerri Allen and Toni Grimm as they walk through some of the top financial planning tips. Disclosures: 1. Registration with ...

04/29/2025

Our President & CEO Renée Kwok, CFP® and Chief Investment Officer Brian Presti, CFA, Chartered SRI Counselor share their thoughts on the first quarter of 2025 in our latest quarterly commentary. Please read below!

Let us help you balance your wealth and your time to live your most meaningful life.

04/17/2025

This week, our President & CEO Renée Kwok and Chief Investment Officer Brian Presti hosted a webinar that covered the current economic and market environment, as well as TFC's outlook for the remainder of the year. Please click the link below to watch the replay from April 14th, 2025.

Discover essential financial insights through our curated collection of informative videos. Join our expert financial services team as they demystify complex topics and empower you to make informed decisions. Dive into our comprehensive library today!

04/10/2025

One of our Senior Client Advisors, Kerri Allen, shared some thoughtful insight on the recent market volatility:

"When the market gets rocky, it’s easy to feel like you should be doing something. But the truth is, successful investing isn’t about reacting to headlines—it’s about sticking to a plan that already accounts for volatility. We’ve built that plan together through thoughtful asset allocation and investment selection. So when the storm hits, the best move is often no move at all.

I know it can feel counterintuitive, but timing the market almost never works. You might get lucky on when to sell, but how will you know when to get back in? The biggest up days and the worst down days tend to be clustered together—you miss one, you risk missing both.

That’s why we’re here: to help you stay calm, stay invested, and stay focused on what actually moves the needle—your long-term goals."

A great message, Kerri!