Complete Wealth Management
Financial Planning & Retirement Income Strategies with a focus on the Individual
In-house Local Team
Our dedicated team works directly with you, ensuring personalized service.
Process-focused Planning
Our process focuses on your unique goals and needs.
All encompassing holistic planning
Tax review, legacy enhancement, and retirement planning all in one.
We strive to provide families and individuals with the ability to walk away with a renewed confidence that their goals and aspirations of Financial Freedom during retirement, are possible.
Retirement & Legacy Planning
Retirement & Legacy Planning
Tailored retirement plans that align with your lifestyle and goals.
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Personal Financial Planning
Personal Financial Planning
Personalized financial planning to secure your and your family's future.
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Business
Planning
Business Planning
Customized strategies to enhance and protect your business investments.
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We focus on individuals & families, not products
The Tennyson Group is dedicated to helping clients find their passion and design a strategy to live it. With a bilingual team and diverse experience, we bring compassion, integrity, and humor to every interaction. Founded by Founded by Owen Tennyson and Dr. Moraima Frangiosa with 14 years of experience, we focus on personal relationships and family-oriented values.
What our clients say
Client testimonials available.
Coming Soon
"The Tennyson Group guided us with confidence and care."
Jane D.
This testimonial was provided by a current client on [date]. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Come Join Us for Food, Fun and Financial Planning Protecting your investments in uncertain times
The Tennyson Group is hosting educational training across the Treasure Valley at some of the greatest venues.
These events are designed to help you build a financial strategy that will help you pursue your retirement goals and avoid many of the common pitfalls investors find themselves in.
Service Area
The Tennyson Group primarily serves clients in the Treasure Valley, offering investment and retirement planning services throughout the USA. Cities we serve include:
- Boise
- Meridian
- Nampa
- Caldwell
commitment to personal relationships and integrity ensures you receive the best possible service.
