![]() ![]() ![]() A copy of our current written disclosure statement as set forth on Form ADV, discussing our business operations, services, and fees is available upon written request. The information on this internet site should not be construed as personalized individual advice. The publication of Kickstand Wealth Advisors’ website on the internet should not be construed by any consumer or prospective client as Kickstand Wealth Advisors’ solicitation or attempt to render transactions in securities, or the rending of personalized investment advice over the internet. Kickstand Wealth Advisors is a DBA of TCWP LLC and is located in Pittsford, New York. Investment advisory services are offered through TCWP LLC, a registered investment adviser with its principal place of business in Tampa, Florida. Jake, Forbes/SHOOK America’s Top Next-Generation Wealth Advisors 2018 For additional detail on the criteria Forbes used for the ranking, see. Recipients do not pay a fee to become eligible for the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. *The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Jake – Best-in-State Next Generation Wealth Advisors 2019 He lives in Jupiter, Florida with his wife, Kim, and their five children.*The Forbes ranking of the 2021 Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors nominated by their firms, with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. He is on the Planned Giving Council for the Place of Hope, a child welfare organization, and is the former Class Co-head Agent for Dartmouth College. Tiano is on the Board of Directors for the Maltz Jupiter Theatre and the Benjamin School. He is the founder and trustee of the Jimmy Martello Foundation, a charitable organization set up in memory of a close friend who died in the World Trade Center tragedy. A graduate of Dartmouth College, he is known throughout the greater Palm Beach area for his support of various charities and community groups. ![]() Morgan Securities predecessor firm in 1991, where he became one of the youngest Senior Managing Directors in company history. Tiano began his career in 1989 with Drexel Burnham and joined J.P. Tiano serves as a lead advisor, responsible for managing the team and coordinating firm resources to service client needs. ![]() Sal Tiano is a Wealth Manager in South Florida. ![]()
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