At Tanistry Wealth Management, we’re devoted to providing our clients with the tools and expertise necessary to secure the future they envision for themselves and their families.
For high net worth individuals, tax-law revisions, complex investment environments and life-cycle changes can lead to doubts about financial outcomes. We understand these challenges and use our unique strategies to ease your fears and produce results.
Financial success doesn’t happen overnight. It’s the result of years of hard work and strategic planning. That’s why our experienced team collaborates to provide personalized services and comprehensive plans that produce results.
At Tanistry Wealth Management, we strive to be the premier provider of financial advisory services to our clients and their families with whom we seek to develop a lifetime relationship. We believe that we have the resources to make your goals a reality by adhering to our guiding values: unquestionable integrity, excellence, partnership, persistence and, most importantly, family.
Our clients always come first and this is reflected in everything we do. With an unparalleled attention to detail and personal touch, we aim to show our clients that we appreciate their business relationship and that there is no better partner for reaching their personal and financial goals.
Sadly when it comes to financial planning, most take a “piecemeal approach.” Doing so leads to subpar results and a lack of time, expertise and coordination.
At Tanistry we understand that our clients want to maximize their lifestyle and retirement, as well as leave a legacy for their family or favorite charity. That’s why we aim to coordinate every financial plan and help minimize risks and cost along the way.
The TWM Way is our unique six-step process. With each client, we carefully review and continuously update their plans to put them on the road to financial security and success.
Our proprietary process guides families to the financial strength and confidence they've worked so hard to achieve.
Describe service provided
1Collect all financial, legal, benefits and insurance information. Collaborative sharing of information through an online portal we will create for you through emoney.
2Team analysis and review of strategic plan development in alignment with your needs
3Explanation and rationale of strategic plan details in person or via online webcast
4Customized Plan in conjunction with your other advisors
5Provide ongoing review and progress towards meeting your goals.
When first contacting us we’ll hold an in-depth interview to develop an understanding of your current financial situation and identify short and long-term goals. Then, we will design a coordinated plan aimed to reach your objectives. Once approved, we will assist in implementing the stated planning and investment strategies.
At Tanistry, we are always responsible to our client’s concerns and constantly reassess your plan to make only the best recommendations. We continuously oversee the implementation of our recommendations, manage investments and examine assets and liabilities.
Every quarter, our clients receive a detailed investment performance report that summarizes the assets managed by Tanistry, using Addepar, and compares performances with relevant market indices.
At anytime, clients can request a personal meeting to review the status of their investments and discuss any updated financial planning needs. We also work with clients on preparing and presenting Statements of Financial Condition, providing relevant information to their CPA and recommending the best strategies to minimize income tax liability while working with the CPA.
Tanistry Wealth Management partners with affluent families to help them maintain and preserve wealth for generations while helping them instill their children with financial responsibility and strong values. Our services include:
Investment policy, asset allocation, due diligence, manager selection, consolidated reporting, performance measurement and brokerage and custody.
Review and tax deferral structures.
Design and documentation, trust administration, charitable entities and business and management integration.
Insurance, security, asset protection and hedging of concentrated positions.
Consolidated financial statements, budgeting and cashflow, technology and systems and record keeping and retention.
Generation financial education.
Charitable mission, family foundation and grant making and monitoring.
