WEALTH MANAGEMENT

YOU DON’T LIVE A COOKIE-CUTTER LIFE. DON’T SETTLE FOR COOKIE-CUTTER INVESTMENT ADVICE.

Be active in protecting your investments. Our wealth management team will design the right personalized plan to make your financial future brighter than ever.

Your financial planning should be designed around your net worth.

The only way to guard and extend your wealth is to focus on your net worth. 

Together, we set annual goals, give you visibility to your progress 24/7/365 in the cloud, and provide a roadmap for making important financial decisions – so you’ll have confidence and feel equipped no matter what’s ahead. 

  • Do you have a straightforward way of knowing your net worth?
  • Do you have an advisor who will support you the whole way?

Tannery Company makes wealth management personal.

Wealth Management Services

  • Build your net worth: Specify your goals, get a plan to achieve them, and measure your success.
  • Stay on top of every decision: Personalized financial coaching & guidance by an Accredited Investment Fiduciary AIF®.
  • Score your risk tolerance: When you become a client, we use a quantitative risk assessment to assign your Risk Number® which informs us how conservative vs aggressive to be with your investments. 
  • Remain informed at all times: Annual reviews & ad-hoc calls as needed.
  • 24/7 easy access to your net worth: Tech-enabled tools that make building and following your plan simple, with 24/7/365 access to your financials in the cloud and apps on your phone.
  • Designed around YOU, your risk tolerance score, and your future goals: Our investment philosophy combines decades of experience in top financial firms, creative approaches to finding industry-disrupting investments, and your personalized needs and goals. 

Never settle for “one size fits all.” Get investment advisory services that are built for you and your dreams alone.

You need a plan based on your goals and risk tolerance. Tannery Company will help you find and follow that plan with confidence.

Schedule a Meeting

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