Our services are designed to provide a disciplined and coordinated approach to managing wealth over time. Investment decisions and financial considerations are evaluated together, so that each informs the other as circumstances evolve.
Overview
Tackett Wealth Management provides two primary services: Investment Management and Integrated Wealth Management.
Investment Management focuses on the design and ongoing oversight of client portfolios, implemented with a disciplined and tax-aware approach.
Integrated Wealth Management includes Investment Management and adds ongoing financial planning and advisory services, allowing investment decisions and broader financial considerations to remain aligned over time.
Both services involve direct involvement from the professionals responsible for investment decisions.
Investment Management
Investment Management is centered on the design, implementation, and ongoing oversight of client portfolios.
Portfolios are constructed using a disciplined, evidence-based approach, with attention to diversification, cost efficiency, and tax considerations. Implementation reflects both long-term strategy and the practical realities of each client’s situation.
All investment decisions are made in-house and are evaluated continuously as market conditions and client circumstances change.
Integrated Wealth Management
Integrated Wealth Management includes Investment Management and incorporates ongoing financial planning and advisory services.
This includes coordination across areas such as retirement planning, tax considerations, and broader financial decision-making. Investment strategy and planning are evaluated together so that decisions remain aligned over time.
This approach is particularly relevant for clients with more complex financial lives, where decisions in one area may affect outcomes in another.
How the Services Work Together
While each service can be understood independently, both are delivered within a consistent framework. Investment decisions and planning considerations are not treated as separate disciplines, but as components of a unified process.
This structure allows for more deliberate decision-making and greater consistency over time.
Client Relationships
We work with a limited number of clients in order to maintain continuity and direct involvement in each relationship. Most clients we serve have $1 million or more in investable assets.
This structure allows for a level of attention and consistency that supports long-term financial decision-making.
Fees
Services are provided for an asset-based fee. Fee schedules are discussed during the initial consultation and are outlined in the firm’s Form ADV.
Connect With a Founder
If you would like to learn more about our approach, we invite you to speak directly with a founder of the firm.