Tartan Wealth Management

STRATEGIES DESIGNED TO ENHANCE WEALTH, PRESERVE LEGACIES.

Watch Video To Learn More

Tartan Wealth Management:
Contemporary Solutions

Experience

Experience

With decades of combined experience, our advisors' backgrounds allow them to address the unique needs of each of their clients. From portfolios to planning and financial assessments, you can rely on our advisors' experience.
Relationship

Relationship

We don’t take our role in our clients’ lives lightly. We know how important finances are in the short and long-term. It’s our advisors' sense of personal accountability that allows them to form genuine relationships with their clients.
Guidance

Guidance

No matter how complicated or basic your financial needs, our advisors will deliver transparent and straightforward advice with your best interest in mind. Our advisors will help you to determine the most appropriate engagement for your unique situation: comprehensive wealth management, limited scope, or investment management.
Planning

Planning

Finding solutions for your personal goals and keeping up with the ever-changing economic and tax environments requires consistent interaction and communication. Our services are an established process that our advisors have refined over many years to help you organize your financial life, develop a personal finance plan, and invest for your family. We’ve curated our services to focus on what really matters to you.
Managing

Managing

Our advisors will work with you to create an estate management strategy which allows you to maximize value and control in your future. Who doesn’t want that? We firmly believe that you are the best person to control your wealth. When questions or concerns arise, we’re here to help.
Growing

Growing

Don’t let retirement feel like a daunting component to your wealth management. Our advisors are here to help you navigate all the options, from annuities to IRAs. Let us help you feel better about your future.

Our Process

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.

OUR TEAM

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.

Kara Grant
Kara Grant
Client Service Manager

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.