Tackett Wealth Management was founded in 2009 by Bret Tackett and Erin Tackett.
As a privately held boutique advisory firm, client relationships remain centered around direct access, continuity, and personal accountability. Clients work directly with the founders of the firm, maintaining consistency in both investment management and planning decisions.
The firm’s structure is intentionally simple. Investment management, financial planning, client service, and operational oversight are handled internally rather than distributed across multiple departments or external providers. This allows advice and decision-making to remain closely connected to each client’s individual circumstances and objectives.
Bret and Erin Tackett continue to oversee the firm’s day-to-day operations and advisory relationships. Their roles are distinct but closely coordinated, supporting an advisory experience that is personal, responsive, and consistent.
Bret R. Tackett, MS, CFP
Wealth Advisor | Portfolio Manager
Managing Principal
Bret oversees the firm’s investment management and financial planning activities. His work focuses on portfolio construction, investment strategy, retirement planning, and tax-aware decision-making.
He works directly with clients to help evaluate complex financial decisions within the broader context of their overall financial situation.
Erin E. Tackett
Director of Client Services | Chief Compliance Officer
Principal
Erin oversees the firm’s client service operations and compliance program. She works directly with clients to support account administration, service requests, and ongoing communication.
Her role helps ensure that client relationships remain organized, responsive, and consistent across the advisory experience.