Not everyone fits all of these, but many of our clients have a good number of the characteristics listed below. Whether or not you fit the profile of the clients we serve, it may be worth your time to speak with us. We can help you determine if we are the right firm for you. If there appears to be a good fit, we can schedule a time for you to meet with one of our advisors.
What matters most to you matters most to us. Identifying your goals and making measurable progress towards achieving them is what keeps us so enthusiastic about the services that we provide.
Our clients:
- Desire wealth management strategies – not just investment products
- Are involved within the community where they live
- Value long-term relationships
- Have real goals and recognize that financial goals are not achieved overnight
- Are transitioning from one phase of life to another
- Have expectations of realistic investment returns
- Live within their means
- View Tannery & Company Wealth Management as the first stop for all financial advice*
We enjoy having clients who are honest, open-minded and respectful of others. We like these kind of people – they are the kind of people that we would love to have over to our house for dinner!
Value proposition
Financial Independence through Innovation and Excellence
*Advisory services are offered through LPL Financial