All About Us

Our goal is to provide clients with diversified* and comprehensive solutions at a tier above any other area firm.


The advisors at Tartan Wealth Management boast over 50 years of combined experience and knowledge. They aim to provide the utmost level of knowledge and guidance to their clients. Services range from innovative investments to insurance, core portfolio management to estate and business succession planning.

*Diversification does not guarantee a profit or protect against a loss.

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