Welcome to TAG Wealth.
Fiercely dedicated to helping you reach your unique goals.
ABOUT US
TAG Wealth is the wealth management and financial planning anchor for TAG Advisors, a branch of over 400 financial professionals affiliated with Cambridge Investment Research, Inc.
TAG Wealth’s goal is to provide rigorous investment management along with a personalized planning experience. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support.
OUR INDEPENDENCE
As an independent financial services firm, we do not have sales quotas to meet, nor are we limited to a small selection of company-controlled investments. We get to choose from what we believe to be the best of the best.
While we cherish our independence, we have developed strategic partnerships with leading industry firms to streamline and enhance our services. By tapping into our partners, we strive to offer an elevated client experience unique to each client’s individual needs.
If any of the companies we align with fail to meet our standards, our independence gives us the freedom to find a new alternative.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck
First, we listen. What's next? Customized financial solutions
with your best interest as our top priority.
SERVICES
INVESTMENT MANAGEMENT
In partnership with industry leaders in wealth and asset management, we provide tailored investment recommendations aligned with your unique goals and values, including socially responsible and sustainable investing options. Our rules-based investment philosophy ensures we invest in securities that meet rigorous standards, including remaining watchful of a company's environmental, social, and governance operating practices and impacts. Eliminating emotion, bias and subjectivity from the investment decision-making process allows us to keep our clients' best interest as our top priority.
FINANCIAL PLANNING
Our clients seek to improve their financial lives, and as their advocate and long term partner, we provide customized support in planning for goals such as saving money for the future, retiring comfortably, creating a legacy for heirs or causes you believe in, lessening federal and state income tax burdens, and keeping more of what you make. Financial wellness means something different to everyone. We are here to understand what it means to you so we can create a plan that will evolve as your personal and financial goals change.
RISK MANAGEMENT
Life is unpredictable, yet anticipating and planning for life’s twists and turns is an important part of a secure financial future. We help our clients eliminate the stress that arises from uncertainty by planning now for the unexpected in the future. Through independent guidance on risk management and asset protection solutions, including life insurance, extended care coverage, disability, and retirement income protection, we help our clients lay the groundwork for a sound financial future, despite life's curveballs.
