Who are we?
We're a boutique investment management and financial
Since we are a fee only registered investment advisory firm.
We work for you.
How do we work?
Simply call us! We will meet with
you to see how we might
best meet your needs.
Discover our Video Series
We recently created an informative Video Series to help answer questions about your finances.
Welcome to the “Investment House”
Thank you for your interest in T. Anton Investment House. We appreciate the opportunity to be your wealth advisory firm and trusted advisor. We are a registered investment advisory and financial planning company. We are proud to have fiduciary responsibility to act in your best interest at all times. Our focus is to provide you service that is second to none. We want to be a guiding light in your financial life. Helping you avoid the pitfalls of investing and financial planning while maximizing your investments through sound strategies, as well as showing you how to use your investments to enhance your lifestyle. We understand you have a variety of goals and concerns and we are here to provide a roadmap to achieving those goals. In addition, we offer you a helpful sounding board when the road and markets gets a bit bumpy.
At the “Investment House” you will not be sold a product, but rather provided a service. We do not have any propriety products. We are an independent firm. In addition, we have chosen to be fee only. YOU are the only one who pays us. Hence, we believe we have removed any bias toward one investment over another and hopefully you feel rest assured that our investment selection has only your best interest in mind. You pay us a fee to manage your investments and provide you with financial planning, income tax planning, estate planning and retirement planning.
Our goal is the same as yours, we want to grow your investments! We are looking forward to making our house, your home. I invite you to learn more about my firm and how we may be helpful to you and your family by calling me directly at 608-501-1549, extension #1. We do not charge for introductory meetings.
I look forward to talking with you!
Tracey Anton, CFP