Tackett Wealth Management is an independent fee-only fiduciary wealth management firm located in Historic Downtown Venice. 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

Most of our clients, especially those in Venice, 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

Florida Residency Considerations

Many individuals and families relocating to Venice establish Florida residency as part of their retirement plans. These transitions often involve tax, estate planning, and investment considerations that may benefit from coordination among financial, legal, and tax professionals.

We frequently work alongside attorneys and accountants to help ensure wealth management and planning decisions remain aligned with a client’s broader long-term objectives.

Venice Office Information

Tackett Wealth Management has maintained its Venice office in Historic Downtown Venice since the firm’s founding in 2009.

304 W Venice Ave, Suite 218
Venice, FL 34285
(941) 485-5222

Our office overlooks Historic Downtown Venice and provides a convenient location for in-person meetings. Meetings are available by appointment and may also be conducted by video conference when preferred.

Who We Serve in Venice and the Surrounding Communities

We serve clients throughout Venice and the surrounding Gulf Coast communities, including Nokomis, Osprey, Englewood, North Port, and Sarasota. Many of our clients are retired or approaching retirement and seek ongoing guidance regarding investment management, retirement income planning, and long-term wealth preservation.

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.

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.