TAN Wealth Management

The firm provides wealth management and comprehensive financial planning to individual investors, families, and small businesses, offering one-time plans, hourly planning, and an ongoing monthly retainer subscription, and it also offers insurance products. For investment implementation the firm partners with a third‑party manager that provides model portfolios and executes asset management on a non‑discretionary basis.

The advisory process emphasizes a detailed discovery phase that assesses goals, risk tolerance, benefits, tax and estate considerations, and produces tailored recommendations, with a long‑term asset allocation orientation informed by macroeconomic and fundamental research. Clients receive scheduled and on‑demand meetings and communications, while investment decisions are implemented through the third‑party provider rather than via discretionary authority held by the firm.

Noteworthy aspects include the principal’s licensure to sell life and health insurance and acceptance of commissions for insurance sales, a disclosed potential conflict of interest, and the firm’s active provision of educational seminars alongside the principal’s role teaching graduate‑level financial planning, indicating an emphasis on client education. Structurally, the firm reports a small client base, does not custody or directly manage client assets, and relies on the third‑party manager for execution—features that distinguish it from many independent peers.