Why Choose Tannery & Company Wealth Management? •Over fifty years of combined business and financial wealth management experience•Husband-and-wife coaching team supports each spouse through the complex financial decision-making process. “We have the argument so you don’t have to.”•In-depth experience advising “suddenly single” after divorce or death of a spouse•Holistic approach to wealth management, offering services far beyond stock-and-bond investing•True Wealth™ approach begins by analyzing client life goals, and then crafting a unique wealth plan to help you pursue your goals•Through close collaboration with your trusted advisors, your wealth management plan includes tax planning strategies, estate planning, insurance, business succession planning, and charitable giving•Small business coaching assists owners to sort out complexities of business vs. personal financesCALL TODAY to experience the Tannery difference! 214.239.4700.
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