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.
Our definition of Family Office means that we offer wealth planning, portfolio management, and tax preparation together. This means that we are uniquely positioned to be your financial and life partner to help you make the big decisions when major and minor life transitions happen.
Our ideal client is someone who wants to build a sustainable wealth management plan with an active partner who can help manage their financial life while incorporating their unique lifestyle.
We get you. We understand your challenges of raising strong, independent children, building a business or career, preparing for your future, balancing work and life. We have a devotion to planning finances and life transitions for families like you because we are you. Think of TAMMA as the CFO for your family.
We will help bring order to your financial life by helping you get 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. We take 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
Our value proposition for you, the client:
We offer a no obligation discovery appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.