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Teagle Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Richmond
CRD Number
Website andpartners.com
Client types

Overview

Teagle Wealth is a boutique wealth management practice within &Partners, dedicated to delivering highly personalized financial guidance. Led by Founder & Managing Director Thomas Teagle, the practice focuses on long-term relationships, thoughtful risk management, and goal-aligned planning. Core competencies include financial planning, wealth creation consulting, investment and asset management, plus specialized guidance for estate/legacy, retirement, and college planning. As part of &Partners, Teagle Wealth leverages a broader platform and concierge investment resources while maintaining a high-touch, client-first approach designed to help people achieve their goals and “inspire greater happiness.”

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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