- Over fifty years of combined business and financial wealth management experience
- Husband-and-wife coaching team supports each spouse through the complex financial decision-making process. “We have the argument so you don’t have to.”
- In-depth experience advising “suddenly single” after divorce or death of a spouse
- Holistic approach to wealth management, offering services far beyond stock-and-bond investing
- True Wealth™ approach begins by analyzing client life goals, and then crafting a unique wealth plan to help you pursue your goals
- Through close collaboration with your trusted advisors, your wealth management plan includes tax strategies, estate planning, insurance, business succession planning, and charitable giving
- Small business coaching assists owners to sort out complexities of business vs. personal finances
- Distinctive client communications keep you informed about vital investing and lifestyle issues
- On-line Wealth Manager
- Hijack Your Future! weekly blog
- Weekly Wealth Commentary
- Michael Tannery awarded Five-Star Wealth Manager* recognition two years in a row (2010-2011); less than 7% of wealth advisors receive this distinction based upon client satisfaction. Recently earned LPL's Director's Club status, awarded to less than 20% of LPL's 12,000 advisors nationwide
- Tina Tannery, active in women’s leadership groups in the area, enjoys coaching powerful women to help them work toward their professional and financial goals
- Clients delight in our warm and friendly “home away from home” office atmosphere and Texas-style hospitality
CALL TODAY to experience the Tannery difference! 214.239.4700.
* As published in Texas Monthly magazine. Based upon an independent survey of client satisfaction. Visit www.fivestarprofessional.com for more information on the Five Star Award and the research/selection methodology.
Securities offered through LPL Financial, Member FINRA/SIPC