You've Worked Hard. Now, Retire With Confidence

You've Worked Hard. Now,
Retire With Confidence

What Does Tranquility Mean to You?

Tranquility looks different for everyone. It might be time with family, a quiet drive, or just taking in the view. At Tranquility Wealth Management, it means putting your goals first. We build a plan that lets you worry less about money and enjoy life more.

0

Years of
Experience

Over

$0M

In Assets Under
Management (AUM)
as of 11.25.2024

0

Households
Served

CFP®

Designation
Since 2015

Who We Are

Tranquility Wealth Management is a full-service wealth management firm focused on multi-generational financial planning. We specialize in helping clients navigate life’s transitions, from the early years to retirement and beyond. As a family-run practice, we meet you where you are and guide you through each stage of life. Our approach is simple: we create goals-based plans that address your needs now and in the future. With clients ranging from infants to those 90 and older, we understand that every family is unique and requires a personalized path to financial independence.

What We Do

At Tranquility Wealth Management, we get to know you personally from the start. Whether it’s around your kitchen table or in our office, we work with you to create a straightforward plan that aligns with your values and goals. We understand life can throw curveballs, so we build plans that prepare you for both the expected and unexpected. We also work closely with your tax and legal experts, creating a team dedicated to finding the best solutions for your financial needs.

Tax-Efficient Retirement Planning

Maximizing opportunities to generate and distribute your retirement income effectively.

Legacy/Estate Planning

Creating a clear path for your assets to pass to heirs efficiently. We work closely with your estate attorney and tax professionals to set up accounts and risk sensitive investments.

Annuities &
Insurance Solutions

Reviewing current policies for better options and developing effective retirement income strategies.

Education
Planning

We offer state-specific 529plans, providing flexible, tax-efficient savings for education with risk models designed to grow early and adjust as college approaches.

Risk-specific
Portfolio Management

Managing several model portfolios, rebalanced quarterly based on research from leading investment firms.

Trust Investment Management

Collaborating with your attorney and trustees to create and maintain trust solutions tailored to your needs.

Elder
Solutions

Helping protect older clients from fraud by working with family members to create a financial safety net.

Who We Serve

Public Safety
Professionals

With firsthand experience in law enforcement, we understand the financial needs of public safety professionals. We create retirement plans focused on stability and peace of mind, so you can confidently transition into life after service.

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Retirees

We help retirees worry less about money and more about enjoying life. Our personalized financial plans ensure your hard-earned savings support a well-managed, stress-free retirement.

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Young Families

We guide young families in building a strong financial foundation through smart saving, investing, and planning for key milestones like buying a home or funding education, all tailored to your goals.

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Families in Transition

Tranquility prepares you for loved ones’ unexpected needs, helping you avoid costly surprises. Working with your advisors, we ensure you’re ready when family care becomes essential, providing peace of mind through a comprehensive plan.

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Your Team

At Tranquility Wealth, we provide personal, attentive service tailored to your needs. As a family business, we focus on building lasting relationships with timely responses and regular reviews of your goals. We prioritize understanding your values, guiding you through life’s transitions with clear, straightforward advice that puts you first.

Henry deVries, CFP®

Founder, Wealth Advisor

Britt Clark

Office Manager

Jeremy Ziemba

Advisor Support Specialist

Jeremy Ziemba's professional career has focused on operations management and elevating client satisfaction, laying the groundwork for seamless client interactions and sustained success. His commitment to excellence is reflected in his aim to ensure the success of both clients and team.

On a personal note, Jeremy grew up in San Diego, spent his 30s in Denver, Colorado, and now resides in New York's beautiful Hudson Valley. He enjoys spending personal time volunteering, hiking, and enjoying life with his wife and their dog, Zoey.

Schedule a Consultation Today

Jeremy Ziemba

Advisor Support Specialist

Support Team

Matthew Rossiter

SVP Business Development

Sal Malik

Chief Compliance Officer

Hallie Swayze Marshall

Senior Advisor Support Specialist, Transitions Manager

Schedule a Consultation Today