Tackett Wealth Management is a private asset management and advisory firm, located on the island of Venice, Florida. As an independent, fee-only Registered Investment Advisor, we provide several advantages to prudent investors:
Conflict-Free, Fiduciary Advice: We are bound by a legal, fiduciary duty to always place clients’ interests ahead of our own. Unique to the industry, our clients receive advice that is free from all major conflicts of interest such as commissions, proprietary products, and sales quotas. We are not affiliated or owned by any bank, brokerage, or public shareholders, which allows our advice to remain truly independent and objective.
Prudent Asset Management: Our ethical business model also allows us to provide investors a quality of asset management rarely available to retail investors. Rather than owning commissioned broker products, our clients typically own institutional-class, no-load investments, ideal for most investors. Clients receive customized, non-cookie-cutter asset management loaded with tax advantages, not sales charges. Our approach to asset management is praised in academic circles and is based on principles of Modern Portfolio Theory and the research of renowned Nobel Laureates such as Harry Markowitz, Merton Miller, and Myron Scholes.
Also relevant to providing prudent asset management, we ensure that all clients' assets are held by a major third party custodian, and never by us. This clear separation of advisor and custodian provides our clients an important layer of fraud prevention not available in the traditional brokerage model. One of our primary missions is to help investors experience state-of-the-art asset management, while gracefully eluding Wall Street’s multi-billion dollar sales campaign.
Specialized Retirement Knowledge: Beyond providing a trustworthy foundation for wealth management, we also have another major differentiator. The complexity and scope of the financial industry warrants a need for specialization, which has influenced our decision to devote our services to the needs of retirees. As such, we have advanced knowledge and experience in most areas relating to this field. Much of this competence derives from the company’s founder and president, Bret R. Tackett, MS, CFP©, who is considered by many to be an authority in retirement planning. Bret provides personalized financial advice and/or asset management directly to each of the firm's clients.
In short, our clients gain peace of mind knowing that we are devoted to their retirement needs, and that our wealth management is free from the conflicts plagued by the investment industry.