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Financial Independence through Innovation and Excellence
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Welcome to our neighborhood – a neighborhood where together with our clients and friends we are focused on living the good life. What’s our definition of the good life?
We live in a place that feels like home, we are surrounded by the people we love, we are doing work that gives us meaning, and we are living our life on purpose.
Think for a moment…are you living your Good Life?
At Tannery & Company Wealth Management we connect with our clients in remarkable ways to create extraordinary relationships that simplify the demands of managing their wealth.
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We begin by asking the very important question, “What is important about money to you?” The answer to that question leads us in creating a wealth management plan tailored specifically for you, your family and your business. Our wealth management plan gets you financially organized, so that you can focus on living your good life; spending time with the people you love, and doing work that gives you meaning.
Take a moment to browse around our neighborhood and learn more about the people that make Tannery & Company Wealth Management unique and the services that we offer our clients.
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Securities offered through LPL Financial. Member FINRA/SIPC and a registered Investment Advisor
For information regarding the Financial Industry Regulatory Authority (FINRA) please go to www.finra.com
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please go to www.sipc.org
This communication is strictly intended for individuals residing in the states of AR, CO, FL, KS, LA, NM,, NY, OK, PA, TX, No offers may be made or accepted from any resident outside these states.
IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), registered investment adviser (RIA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a BD, RIA, BD agent, or IA rep, a consumer should contact his or her state
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