Comprehensive Wealth Management Services

At Tanistry Wealth Management, we offer tailored solutions to secure and grow your financial future. Trust our expertise to guide you through every step of your wealth journey.

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Built exclusively for you

Our wealth management services are designed to meet your unique financial goals and ensure your financial future is secure.

Tax Planning

Review and tax deferral structures

Portfolio Management

Investment policy, asset allocation, due diligence, manager selection, consolidated reporting, performance measurement

Estate Planning

Design and documentation, trust administration, charitable entities and business & management integration

Risk Management

Insurance, security, asset protection and hedgin of concentrated positions

Administrative

Consolidated financial statements, budgeting and cashflow, technology

Lifestyle Management

Generation financial education

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Our Wealth Management Process

We follow a structured process to ensure your financial goals are met efficiently and effectively.

Initial Consultation

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.

Strategy Development

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.

Ongoing Management

At Tanistry, we prioritize our clients' concerns, regularly reassessing and refining your plan to provide optimal recommendations. We continuously oversee implementation, manage investments, and evaluate assets and liabilities.

Future Planning

This involves assessing your current financial situation, forecasting future needs, and creating a tailored plan to ensure you are well-prepared for retirement, education expenses, and other what-if scenarios.

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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.

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