Everyone is faced with concerns about whether you are saving enough for retirement, how to invest your assets and how to keep your taxes low. Your life is complex; you want to balance the pressures of multiple financial priorities such as health care, taxes, college tuition, retirement, and standard of living changes and coordinate your decisions into a simple enough to understand financial plan.
You want to work with a financial professional, but who do you trust to guide you?
We are a fee-based, independent wealth management firm that works with busy individuals and families to develop a sound financial plan that is critical to helping your money grow and, ideally, outpace inflation. We help determine the right balance by developing consistent and disciplined savings plans, utilizing the most tax efficient methods to save, and provide truly independent advice. Think of TAMMA as the CFO for your family.
We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and the “micro” level of household cash flow).
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.
Services for individuals and families
We offer a no obligation introductory appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.