Dedicated to delivering excellence
Everyone has a story. Here is ours.
The Begining
TSP Wealth is an independent, family-run financial planning firm with whole of market access. Founded by two brothers; Ricky and Rajeev Satija, our company combines decades of knowledge, experience and expertise to help you grow and protect your wealth. We are fully committed when it comes to securing your financial legacy for future generations.
Mission
In 2002, TSP Wealth evolved from a previous firm, The Spectrum Partnership, as a way to strengthen the overall proposition and meet the needs of our longstanding clients. We introduced three additional services: our cutting-edge Cash Flow Financial Modelling; Discretionary Fund Management services for clients who give us full responsibility for financial decisions and a Next Generation workshop for clients who want their children to learn the importance of estate planning and Inheritance Tax mitigation.
We are global
Your financial future is at the very heart of our business. Our aim is to help you become financially secure for life and our advice has led to many of our clients achieving financial freedom. We support generations of families, always ensuring that every family member receives personalised advice fully aligned to their objectives.
We understand that business can be chaotic. That’s where we come in. We’re focused on adding some much-needed balance to the mix. We accomplish that by forging real partnerships with our clients. When you work with us, you’re working with a team who understands your pain points and your goals. We’ll help you find order in the midst of the chaos.
Our culture is built around five key attributes that differentiate us from our competition.
Passionate
We are intensely enthusiastic about providing a superior experience.
Respectful
We are polite and kind to one another, even when it gets tough.
Ownership
We are empowered to do our jobs and work towards a common goal.
Unified
We work as a team and trust each other to create a seamless experience.
A team built on experience
We’re continuing to build our network nationally, bringing together a vibrant team with best-in-class service and technical skills alike. With more than 800 employees across the US, our team is growing fast.
Better together
We know that work is important, but so is play! We respect all of our partnerships, and we make every effort to engage in fun ways that solve critical problems and leave a smile on your face at the same time.
We love our job and love helping our clients. Life is just too short to not enjoy every minute!