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who we are

We help clients gain peace of mind by reducing the anxiety and burden of planning their financial lives.

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A no-obligation initial meeting, is the first step to a dynamic client experience with a wealth management firm that understands and cares.

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TAMMA can help you balance all of the financial pressures you’re facing and focus on what’s most important.


Proud Member Of

FPA Financial Planning Association  Independent Asset and Wealth Management Firm
National Association of Tax Professionals
A Registered Investment Adviser RIA
CFP Certified Financial Planner Independent Asset and Wealth Management Firm
Paul Fenner is a Chartered Financial Consultant ChFC

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