A complete list of active advisors currently associated with Tack Wealth

Warmer can help you find a great advisor at Tack Wealth or one who fits your needs even better.

Tack Wealth provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and corporate entities, including portfolio construction, oversight of retirement accounts, and strategies for concentrated positions. The firm operates on a fee-only basis and offers standalone planning engagements billed on fixed-fee or hourly terms. The adviser typically seeks discretionary authority to implement asset allocation and builds portfolios from stocks, bonds, ETFs, mutual funds, cash, and certificates of deposit using fundamental and technical analysis alongside modern portfolio theory. Ongoing oversight is provided through periodic reviews, client-directed customization of holdings, and the intended use of eMoney software to give clients a consolidated view of their financial picture. Tack Wealth’s use of hourly and tiered flat-fee planning engagements is less common among investment managers that predominantly charge percentage-of-AUM fees. The firm is early stage: its founder maintains a separate law practice (approximately 30 hours per month) and the brochure reports no client assets under management as of its September 2025 filing, factors that may influence its capacity and service model relative to larger peers.

To learn more about the advisors currently working at Tack Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.