Tushaus Wealth Management

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

Chase Tushaus is a financial advisor at Tushaus Wealth Management in San Diego, CA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets and City National Bank. In addition to his advisory role, he is an independent licensed insurance agent and manages an insurance agency, Tushaus Partners LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations through wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, primarily recommending ETFs for diversification and cost efficiency.

Kirk Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach, primarily recommending ETFs alongside other investment vehicles, and offers periodic public educational seminars and a client cash management program.

David Ostrom is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Tushaus Group LLC, he worked at Marine Street Financial and has experience outside finance with a role at Pokey O's Cookies & Ice Cream. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations through wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.

Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.