What We Do & How We Can Help
By Paul Fenner, CFP®, ChFC®, CRPS®
It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have essential responsibilities like raising multiple children and providing for your family. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you through complicated decisions and opportunities?
That’s why TAMMA Capital exists. We founded our practice to help families who have twins, triplets, or multiple kids navigate their financial situations with confidence and build a secure financial future. We have made it our mission to provide financial planning services and guidance tailored to your. Family’s unique needs and aspirations
What We Do
At TAMMA Capital, we are a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. Our goal is to help take you from a place of overwhelmed to experiencing confidence and peace of mind in your financial life. We make that a reality through personalized solutions that give you a road map to work toward your unique lifestyle aspirations.
As a father of four children, including a set of triplets, I know how all-consuming it is to balance the day-to-day of work, parenting, friendships, and personal passions.ll while trying to stay one step ahead and ensure your family’s future is secure. And we all know that having children means living a life of constant change and transition. We partner with you in a long-term relationship to help you make decisions and handle any life transitions that come your way.
How We Work
For you to build the life you want for your family, you need to start with a vision for what each phase of your life may look like. We walk you through the process of clarifying your goals and then support your family with a customized plan. As life happens, we walk with you through each change and adjust your plan as needed. We don’t leave anything to chance, covering everything from asset management to tax strategies to estate planning.
The TAMMA Difference
There are plenty of financial advisors you can choose from if you have financial questions, but we believe clients choose us because we understand and empathize with their season of life and the struggles they face as they attempt to manage multiple financial and lifestyle priorities. You don’t need the extra burden of wondering if every area of your financial life is taken care of or communicating with multiple professionals in the midst of your already-busy days. We act as your resource and dedicated partner for anything financially related, putting you and your family first so you can invest your time and energy into the things you love most.
Take The First Step
When it comes down to it, our TAMMA Capital team is here for you every step of the way. If you want to take the first step toward making your ideal financial future a reality, reach out to us to
schedule a free discovery meeting and be sure to listen to our podcast, The Emotional Balance Sheet, where we focus on parents and families struggling to balance the pressures of multiple financial priorities and life transitions.
About Paul
Paul Fenner is founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations. To learn more about Paul, connect with him on LinkedIn.