Our Team
Tanistry Wealth Management provides an independent, comprehensive wealth management solution. Our synchronized approach allows us to work with our clients to identify, formulate and execute a customized life-plan designed to maximize their resources and options as they address life’s challenges, opportunities and transitions.
Our planning approach represents an upgrade for many of our clients. Most have enjoyed relationships with tax, investment, and estate advisors for years. However, each of these professionals customarily has a slightly different perception of their client’s wealth and objectives.
We enhance the value of these relationships by coordinating the entirety of the planning – elevating it to the next level and adding value through the collaborative process of having all of a client’s advisors “on the same page”.
Our team pursues uncommon results through the use of our unique proprietary approach; Tanistry has access to a team of experts through Summit Financial Resources, Inc which includes on-site CPAs, Tax Attorneys, Certified Financial PlannersTM, Estate, Insurance and Investment professionals.
