Jody Snively
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- Full Name
- Jody Snively
- Title
- Director of Client Relations, FPQP™
- Firm
- TCM Wealth Advisors
- Firm Type
- Fee-only fiduciary investment advisory and wealth management firm
- Investment Stage
- No verified public evidence found that she is an angel or seed investor
- Check Size
- TCM generally seeks advisory clients with at least $500,000 for discretionary investment-management relationships; no verified startup-investment check size found
- Target Company Profile
- No verified startup target-company profile found; TCM serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, physicians, business owners, professionals, corporate executives, retirees, near-retirees, and clients in major life transitions
- Sector Focus
- Public-market wealth management, financial planning, asset management, and client-service operations; no verified private-company sector focus found
- Geographic Focus
- United States; TCM’s principal office is in Fairlawn, Ohio
- Location
- Fairlawn, Ohio
Background
Jody Snively is Director of Client Relations at TCM Wealth Advisors, a Fairlawn, Ohio-based fee-only investment advisory and wealth management firm. TCM’s website says she has been with the firm since 2006 and oversees client servicing from initial engagement and onboarding through ongoing relationship management.
Her responsibilities at TCM include facilitating client applications and required documentation, coordinating financial-plan preparation and implementation, managing client service requests, and organizing client meetings. TCM emphasizes her work with confidential client information and the firm’s client-service process.
Before joining TCM, Snively spent 20 years in the banking industry, where she developed office-support and customer-service experience. She holds the Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning.
TCM Wealth Advisors, legally Torrens Capital Management, LLC, was founded in 2004 and rebranded as TCM Wealth Advisors in October 2015. Its Form ADV brochure describes the firm as a fee-only adviser providing asset management, financial planning, consulting, and wealth-planning services.
Investment Thesis & Focus
- No verified public source found that Jody Snively personally invests as an angel investor, participates in seed rounds, or maintains a startup portfolio.
- TCM’s public investment approach is wealth-management oriented, not venture-capital oriented: the firm describes an “open architecture, global multi-asset, strategic and tactical asset allocation approach” for client portfolios.
- TCM’s ADV says the firm primarily implements strategies through institutional and no-load or load-waived mutual funds, ETFs, and independent third-party managers.
- TCM states that it is fee-only and fiduciary, compensated through advisory fees rather than commissions, with no proprietary products to sell.
- The firm’s client work is tailored to individual financial goals, objectives, risk tolerance, and account restrictions.
Notable Investments
- No verified portfolio companies, angel investments, seed rounds, or startup exits were found in the public sources reviewed.
- TCM’s disclosed investment activity is client portfolio management across public-market securities, ETFs, mutual funds, fixed income, alternatives, real assets, and third-party manager programs rather than publicly disclosed direct startup deals.
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