Wealth Management In Cary, North Carolina

Tackett Wealth Management is an independent fee-only fiduciary wealth management firm serving retirees, business owners, professionals, and families throughout Cary and the surrounding Triangle region. Founded in 2009 by Bret Tackett and Erin Tackett, the firm provides personalized investment management and wealth planning guidance to a select group of individuals and families.

Clients work directly with the professionals responsible for managing their portfolios and advising on important financial decisions. As a fee-only fiduciary firm, we do not receive commissions or sell proprietary investment products.

Our approach integrates investment management with broader planning considerations, including retirement income planning, retirement account distribution strategies, tax-efficient planning, estate planning coordination, and long-term wealth preservation.

Why Clients Choose Tackett Wealth Management

Selecting a financial advisor is ultimately an exercise in trust. Many of our clients come to us seeking objective advice, a long-term relationship, and a more personal experience than they have found elsewhere.

As an independent registered investment adviser, our firm is compensated exclusively by our clients. We do not receive commissions, earn incentives for recommending particular investments, or offer proprietary investment products.

Our fiduciary responsibility requires us to place client interests first and provide advice designed to serve their long-term objectives. Investment management is performed in-house and integrated with broader wealth planning considerations.

Since founding the firm during the Great Recession in 2009, our focus has remained intentionally straightforward: providing personalized wealth management and investment guidance to a limited number of individuals and families.

Retirement Distribution Planning

Many of our clients are retired or approaching retirement, and the transition from accumulating wealth to distributing it can present a new set of financial decisions.

Withdrawal strategies from IRAs, 401(k)s, Roth accounts, and taxable investment accounts can affect taxes, retirement income, and long-term portfolio sustainability. Decisions involving required minimum distributions, Roth conversions, charitable giving strategies, and inherited retirement accounts may also have significant financial implications.

We work closely with clients to evaluate retirement distribution strategies within the broader context of their investment portfolios, tax situation, income needs, and long-term objectives. Our goal is to help clients make informed decisions while maintaining a disciplined and coordinated approach to wealth management.

Wealth Management Services

Our services commonly include:

• Investment Management

• Retirement Income Planning

• Retirement Account Distribution Strategies

• Tax-Efficient Withdrawal Planning

• Roth Conversion Analysis

• Estate Planning Coordination

• Charitable Giving Strategies

• Multi-Generational Wealth Planning

Serving the Cary Community

Cary is consistently recognized as one of the most desirable places to live in the United States and is home to a diverse community of retirees, business owners, professionals, and growing families.

We are committed to supporting financial education within the community and regularly participate in educational programs focused on retirement and wealth planning topics. Our goal is to help individuals make informed financial decisions through objective guidance and practical education.

Cary Office Information

2500 Regency Parkway
Cary, NC 27518
(919) 650-6393 

Meetings are available by appointment and may be conducted in person or by video conference when preferred.

Who We Serve in Cary and the Surrounding Communities

We serve clients throughout Cary, Raleigh, Apex, Morrisville, Holly Springs, Research Triangle Park, and the surrounding areas.

Retirees and Pre-Retirees

Individuals seeking guidance on retirement income planning, portfolio management, required minimum distributions, tax-efficient withdrawal strategies, and long-term financial decision-making.

Business Owners

Owners navigating succession planning, liquidity events, retirement planning, and the transition from building wealth to preserving it.

Technology Professionals

Many technology professionals accumulate significant wealth through employer retirement plans, equity compensation, stock purchase plans, and other workplace benefits. We help clients integrate these opportunities into a broader wealth management and long-term planning strategy.

Professionals and Executives

Individuals seeking disciplined investment management, objective financial guidance, and a long-term advisory relationship.

Multi-Generational Families

Families seeking thoughtful planning, wealth stewardship, and coordination across generations.