Tartan Wealth Management:
Let us show you the steps to help enhance your wealth and preserve your legacy.
Our financial advisors will meet with you to share our services and to help you determine the most appropriate engagement level at this time in your life. Based on a variety of factors and how you’re feeling about wealth management, they will recommend comprehensive wealth management, limited scope, or investment management for your unique situation.
Once they determine the appropriate engagement level, they will meet to discuss your future plans and goals, learn a little about your family, collect and review your pertinent financial data, and share our basic guiding principles with you.
Next, our advisors will evaluate appropriate solutions to develop an integrated set of custom-tailored recommendations to fit your lifestyle. All of your personal information, reports, and our advisors’ recommendations will be prepared in a concise manner and discussed with you over a series of convenient meetings. We look forward to getting to know you and helping to build your wealth.
You work hard to build your wealth. It’s our advisors' role to help protect it. Please review our advisor profiles to get to know why they are so passionate about wealth management. We welcome questions, suggestions, and feedback to make the process more meaningful for you. Together, we will help you build your future.
What Makes Us Excel?
Tartan Wealth Management is prepared to work with you to help protect your future. From setting goals and creating a budget, to choosing retirement options and helping to grow wealth, our advisors are your comprehensive financial planning department. Our advisors form strong relationships to help manage clients’ wealth as well as strive to enhance clients’ lives in unexpected ways. Our advisors want to help grow your wealth and guide the decisions that begin and end with you.
Our Approach: Our advisors always are and always have been client-focused. They want to build a relationship with you and your family before offering advice about your future. In our opinion, that’s the only way to plan wisely. They will listen attentively to your circumstances and values, before planning financial management that is totally unique to you.