At Tannery & Company Wealth Management our Wealth Management Services incorporates planning for a successful personal and financial life focused on finding and achieving your True Wealth. This True Wealth combines the investment management, risk management, and tax and estate planning that you may need. In our Wealth Management services, we will work together with your existing tax and legal advisors to achieve a harmonious professional accord that is focused on you, our client.
Our focus on the entire realm of services is meant to guide you, your family, and your life towards the goals that you design with us for your life. Complete and comprehensive Wealth Management is the integration of Investment Management, Risk Management, and Estate and Tax Planning.
What keeps you awake at night?
- Will I have enough?
- How much will I have?
- When can I retire?
- Will I outlive my assets?
- Will my family be taken care of?
- How much can I spend?
- How much can I gift?
- What is the best way to fund college expenses for our children or grandchildren?
- Who will take over the family business?
- What strategy is best for my stock options?
- Am I taking too much risk with my assets?
- Can I plan to achieve my goals with my assets?
- What am I missing?
It starts with step 1 of our Five Steps to Success with getting to know each client’s current financial situation and goals, short- and long-term. We really listen to our client’s dreams, goals and fears. We then continue on with the remaining steps of our Five Step Process to build a Wealth Plan that will work toward all of your goals and address all of your concerns.
*Financial Planning and Wealth Management is offered through LPL Financial