Individual Advisory Services

You know your needs and have shared them with us. Let us help you find financial freedom by working with a team and firm you know and trust that’s helped secure the future for those in the academic, cultural and medical fields for nearly 100 years.
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Read the latest from our Thought Leaders

Wealth Management - Kathie Andrade

Kathie Andrade, EVP, Head of Individual Advisory Services, talks about how TIAA-CREF Individual Advisory Services tailors solutions for you.
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    Transfer assets to your loved ones with confidence.
  • Endowments and Foundations
    Are you a board member or affiliated with an Endowment or Foundation? Learn how our investment management and fiduciary services can add value to your philanthropic efforts.
  • Discover Your Financial Well-being
    Your financial goals and dreams are unique — that’s why we work with each client to design a personalized plan. Read about the solutions we've developed for clients like you.
 

Article Spotlight

Having the talk: Couples
As a couple, planning for retirement is among the most important decisions you and your spouse will make.

Father and daughter going over finances
Talking money with your teenager
Teaching money management skills can help teens develop healthy financial habits, so they have a better understanding of and control over future cash.
mother and daughter sitting on outdoor bench
Discussing money with your aging parents
Discuss money matters with your aging parents to help them remain in control of their financial situation to the degree they’re comfortable with.
Doctor with male patient
Living in the sandwich generation
Caring for both children and aging parents? You are one of 20+ million Americans caught in the Sandwich Generation.
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