How does TACKETT WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
TACKETT WEALTH MANAGEMENT, LLC provides personalized financial advice and expert guidance to help clients achieve their financial goals. With a team of experienced advisors, TACKETT WEALTH MANAGEMENT, LLC strives to provide exceptional service and a comprehensive range of financial services to meet the unique needs of their clients.
Here are some key takeaways of TACKETT WEALTH MANAGEMENT, LLC:
- Expertise – TACKETT WEALTH MANAGEMENT, LLC’s team of advisors are experts in the financial industry, with years of experience and knowledge to help clients make informed decisions.
- Personalized Approach – TACKETT WEALTH MANAGEMENT, LLC understands that every client’s financial situation is unique, which is why they tailor their services and strategies to meet individual needs.
- Comprehensive Services – TACKETT WEALTH MANAGEMENT, LLC offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning.
Facts and Insights
TACKETT WEALTH MANAGEMENT, LLC has been in business since 2010 and is based in New York. As of 2021, the firm has $100 million in assets under management and a team of 3 advisors. With their expertise and comprehensive services, TACKETT WEALTH MANAGEMENT, LLC has earned a reputation for providing exceptional financial guidance and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $100 million | 3 |
Financial Services Offered
TACKETT WEALTH MANAGEMENT, LLC offers a wide range of financial services to support their clients in achieving their financial goals. Here are a few of their key services:
- Investment Management – TACKETT WEALTH MANAGEMENT, LLC helps clients manage and grow their investment portfolios through customized strategies tailored to their needs and risk tolerance.
- Retirement Planning – TACKETT WEALTH MANAGEMENT, LLC creates personalized retirement plans to help clients achieve a comfortable and secure future.
- Tax Planning – TACKETT WEALTH MANAGEMENT, LLC helps clients minimize their tax liabilities through strategic planning and advice.
- Estate Planning – TACKETT WEALTH MANAGEMENT, LLC assists clients in creating an estate plan that protects their assets and ensures their wishes are carried out.
Client Types
TACKETT WEALTH MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. They also provide specialized services for high-net-worth individuals and pre-retirees.
Fees & Compensation
TACKETT WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their primary fee structure. Additional fees may apply for certain services, such as financial planning or tax preparation. Their fees are transparent and discussed with clients before any services are provided.
Background
TACKETT WEALTH MANAGEMENT, LLC was founded in 2010 by John Tackett, a seasoned financial advisor with over 20 years of experience in the industry. The firm’s mission is to provide comprehensive, personalized financial advice and services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, TACKETT WEALTH MANAGEMENT, LLC is obligated to disclose any potential conflicts of interest to their clients. This information can be found in their Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Additionally, TACKETT WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory sanctions.