Tenzing Advisors is frequently referred by advisors to client situations that require collaboration with a team of advisors representing many disciplines. We understand that the life insurance portfolio represents one piece of the client’s overall asset holdings and estate plan, and we work with the rest of the advisory team to optimize its performance and cohesiveness with the rest of the plan.
The advisors whom we serve represent some of the most significant wealth management and advisory firms in the country, including trust companies, law firms, wealth management firms, family offices and accounting firms.
Our approach is consultative. Our mission is to objectively provide the best information possible, allowing clients and advisors to make informed decisions. We are accustomed to meeting and exceeding the expectations of mega-wealthy clients.
We do not advise clients on investments, tax or legal matters.
10 Chestnut Street,
Needham, MA 02492 Suite 7
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA / SIPC. Tenzing Advisors, LLC is independently owned and operated. Tenzing Advisors, LLC is a Member Firm of M Financial Group. Please go to http://mfin.com/DisclosureStatement.htmfor further details regarding this relationship.The principal place of business for Tenzing Advisors, LLC is 10 Chestnut Street, Needham, MA 02492, phone: 781-444-8600. Kenneth B. Knox is a registered representative and can sell variable life and other securities products in MA. CA agent # : 0E30878. Kenneth B. Knox is also licensed to sell life insurance in many other states, and licensing information can be provided upon request. Check the background of this investment professional or Firm on FINRA's BrokerCheck