Tactical Tax Wealth Management

Tactical Tax Wealth Management is a small, state‑registered advisory firm that provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates and select retirement plans. The firm uses percentage‑of‑AUM advisory billing and can incorporate outside accounts, consolidated reporting, and sub‑advisors as part of client relationships.

The firm generally implements long‑term strategies informed by fundamental and technical analysis but may employ shorter‑term trades, rebalancing, and hedging tools — including options, inverse/leveraged ETFs and structured notes — when deemed appropriate for a client’s objectives and risk tolerance. Financial planning, ERISA plan services, and the use of third‑party managers and a technology/administrative platform are integrated into its investment process.

Noteworthy distinctions include the firm’s operation alongside an affiliated insurance‑marketing organization and a separate tax and estate planning practice under common control, which means advisors may also offer insurance solutions and receive commissions or marketing‑expense reimbursements; these relationships and related conflicts are disclosed in its brochure. The firm’s small adviser team and limited client roster with roughly $28 million in discretionary assets suggest a relatively concentrated, hands‑on client coverage model and the regular offering of educational workshops and newsletters to current and prospective clients.