Tenon Strategic provides independent, fee-based investment advisory services to individuals and families seeking a disciplined, research-grounded approach to managing their financial future.
Markets reward patience and punish impulse. Tenon Strategic was built around a fundamental belief: that sustainable wealth accumulation is the result of rigorous process, not reactive speculation. Every decision we make on behalf of a client begins with understanding their full picture — time horizon, tax situation, risk tolerance, and life stage.
We are not affiliated with a broker-dealer, a bank, or a fund family. Our independence preserves our ability to select the most appropriate strategies for each client without institutional pressure or product quotas.
We maintain a studied view of credit cycles, macroeconomic conditions, and capital market structure — and apply that perspective to portfolios calibrated for individual client objectives, not generic models.
We prioritize companies and instruments with durable fundamentals. Our equity selection framework centers on free cash flow generation, balance sheet integrity, and competitive positioning across full economic cycles.
You will always know what you own, why you own it, and what you are paying for our services. Our Form ADV brochure is available upon request and outlines our fees, services, and any material conflicts of interest in plain language.
"A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies."
As a Registered Investment Advisor, Tenon Strategic is held to a fiduciary standard. We are required by law to act in your best interest at all times, to disclose all material conflicts of interest, and to provide advice that is suitable to your individual circumstances. This obligation is not optional — it is the foundation of every client relationship we enter.
We work with a deliberately limited number of clients. That selectivity allows us to provide each relationship the level of attention that serious wealth management demands.
Discretionary and non-discretionary portfolio management across equities, fixed income, ETFs, and alternative strategies. We construct and monitor portfolios aligned with your risk tolerance, time horizon, and tax situation — then adapt them as your circumstances evolve.
Comprehensive planning engagements covering retirement income projections, tax-efficiency strategies, estate planning coordination, and major financial event analysis. We work alongside your CPA and estate attorney to ensure an integrated approach.
Continuous advisory relationships for clients who value a consistent, informed second opinion on financial decisions. Access to our analysis, regular portfolio reviews, and direct communication — without the overhead of a large institutional firm.
Important: Tenon Strategic Wealth Advisors is registered as an investment adviser with the Connecticut Department of Banking. Registration does not imply a certain level of skill or training. All investment advisory services are described in detail in our Form ADV Part 2A brochure, which is available to prospective clients upon request at no charge. A copy is also available through the Investment Adviser Public Disclosure (IAPD) system at adviserinfo.sec.gov.
We work with a select number of clients and welcome introductions by referral or direct inquiry. There is no obligation, and initial consultations are conducted at no charge.