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Tanistry Wealth Management Resources

Providing expert wealth management services with a sleek, professional approach. Let's secure your financial future together.

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Client Logins

Tanistry Wealth Management is here to assist you with your financial goals.

  • eMoney Advisor

  • Fidelity Investments

  • PKS Investments

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Investment Newsletter

After slowing to 1.4% in Q1, the initial reading of U.S. economic growth for Q2 surprised to the upside and came in at 2.8%, beating the consensus estimate of 2.0%

Summit Financial

Is it Time to Extend Duration?

There has been a historic rise in rates over the last 2+ years, with cash rates rising more than 5% and high quality U.S. bonds yields up over 3%.

Summit Financial
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Contact Tanistry Wealth Management

Our team is eager to assist you with your wealth management needs. Reach out to us for professional guidance.

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Office Hours

Monday-Friday 8:00 am to 5:00 pm



Our Address

4 Campus Drive, Parsippany, NJ 07054

Get in touch

poneill@tanistry.com
+1-973-292-5431

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Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Tanistry Wealth Management, LLC. 80 State Street, Albany, NY 12207.

Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-292-5431

Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street., Albany NY 12207 ("PKS"). PKS and Summit are not affiliated companies.