Tillman Hartley

read moreFounded in 1998, Tillman Hartley is an independent, partner-owned wealth management firm. We serve the unique financial and planning needs of successful individuals and multigenerational families as they grow and evolve through life's transitions.

read moreOver the past 23 years Michael Tillman has assembled a small, diverse, and talented group of professionals who serve as the backbone for each of our client relationships. Listening, performing exceptional financial analysis, and proactively seeking creative solutions are just some of the core skills each of our team members share. Our professionals have many years' experience in the financial and legal aspects of trust and estate portfolio management. Our balance of academic and industry credentials (from JD to CFA, from engineers to Economics majors) separates us from many financial planning / investment advisory firms.

read moreOur clients wish to provide financial support for the education of their children and grandchildren, they wish to enjoy retirement without financial stress, they wish to support charitable causes, and they wish to leave something meaningful behind for future generations. Accomplishing these goals requires much more than a well-managed portfolio. We integrate investment advice, estate and tax planning, and a variety of time and headache-saving administrative and specialty solutions to provide seamless, comfortable, and comprehensive wealth management.

read moreAlternative assets can be very difficult to understand and time consuming to monitor. We add value through expert oversight of alternative asset managers. We produce significant tax and cost savings for our clients through assistance with management of assets such as property, aircraft, and art.

read moreOur founding partner Michael Tillman, JD, co-author of Generations: Planning Your Legacy, practiced estate planning and tax law for over twenty years prior to forming the wealth management team at Tillman Hartley. Through his experience we have built relationships with leading estate planning attorneys and CPAs across the country. Coordinating your advisors saves you time, eliminates the expense of duplicated or counterproductive efforts, and can result in a better outcome for you and your family.

read moreOur ideal professional partners are experts in accounting, estate planning law and charitable strategies and have clients who would benefit from our expertise in investment management for estate and charitable planning entities. When we partner with one of these firms their clients benefit from our combined expertise and receive unparalleled service. Our professional partners also receive an huge benefit—the knowledge their clients' estate, charitable and financial strategies are coordinated and carried out in detail.

read moreMaking charitable gifts with highly appreciated-or "low-basis"-securities rather than cash is an excellent charitable giving and tax planning technique. This works because the donor gives away their unrealized tax liability along with the shares. Since charities are tax-exempt, the liability does not come due when the charity sells the gifted shares. Differences in tax rates and cost basis will affect this calculation. You are a California resident with $100,000 of long-held stock with a cost basis of just $2,000.

read moreWe collaborate and guide you through a journey that begins with your concerns and ends in coordination, comfort and control. Our timeline is efficient. Click on each of the sections of the diagram below to learn more about how we can become your wealth manager.