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John Sturgis, CFP®

Senior Wealth Advisor

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5298 | Fax: 888-989-9247

Background

John Sturgis is a Senior Wealth Advisor at TCG Advisory Services, LLC, a HUB International company (TCG) where he is responsible for every aspect of his clients’ financial lives. John provides support in areas relating to investment management, tax planning, estate planning, and much more. John is strong in his ability to implement and monitor plans that he creates in his clients’ lives to provide them with the framework needed to achieve their goals. John strives to present his clients with practical and actionable guidance to achieve their financial aspirations with the highest level of service.

John received a B.S. in Business Administration from Chapman College and also has over 30 years of experience as a CERTIFIED FINANCIAL PLANNER®. John has had many roles throughout his extensive experience in the financial services industry. Most recently, he was a Branch Manager for Charles Schwab and TD Ameritrade. John has also served as West Coast District Manager for CUNA Brokerage Services.

John currently resides in Albuquerque, New Mexico with his wife, Lisa. In his spare time he enjoys wine, jazz, and cooking. 

Areas of Focus

  • Wealth management
  • Investment Selection 
  • Comprehensive Financial Planning Services
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.