Please welcome the newest TAG members, Dale Robl and Stacy Winsand of Legacy Wealth Management in Altoona, WI. Dale and Stacy joined TAG "To be part of a dynamic community where we can share ideas, collaborate on best practices, and gain valuable insights from industry peers. Being part of this network provides us with increased support, new opportunities for growth, and a collective knowledge base that helps us navigate challenges and stay ahead in our field." Welcome aboard!
关于我们
We believe the independent advisor channel remains the best vehicle to deliver financial advice, now and into the future. Independent, dually registered advisors can offer the widest range of investment solutions, their way, but without the headache of building out a tech stack and taking on compliance responsibilities. Entrepreneurship, however, can be a lonely road, and that’s where TAG steps in. TAG advisors benefit in four key ways: Community: We offer a sense of place for isolated business owners through our many in-person and virtual events throughout the year Economics: We negotiate as a group to obtain industry-leading pricing with various strategic partners Support: We have a team of experienced associates to help you navigate broker/dealer systems, and centrally trade advisory accounts, if you choose Knowledge: TAG members span various career stages and structures (solo, team, ensemble). There are CPAs, MBAs, Special Needs experts, Tax Preparers, and Elder Care specialists, all of whom are willing to share insights. If you’re feeling constricted by captive employment, frustrated by lack of support at a large B/D, concerned about the future of a small one, regretting the decision to form an RIA, or unsure how to go about buying a practice or selling yours, we can help.
- 网站
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https://www.tenacityadvisorygroup.com/
Tenacity Advisory Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Green Bay，Wisconsin
- 类型
- 私人持股
地点
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主要
获取路线
2700 Vernon Dr.
US，Wisconsin，Green Bay，54304
Tenacity Advisory Group员工
动态
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Please welcome the newest TAG member, Kurt Heling of Heling & Associates. Kurt brings 25 years' experience, focusing on holistic planning. As a CPA, he also provides tax preparation and accounting services to his clients. He joined TAG because he "is looking for support for his investment advisory business, and wants to build a relationship with other advisors who also have a strong sense of client tax and accounting implications related to their investment decisions and a sense of the tax planning steps necessary to maximize the client’s overall financial well being." Welcome aboard, Kurt!
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The more knowledge we share, the better we all become. Last week, TAG members sent their office staff to the 6th annual TAG Administrative Professionals Conference where attendees participated in a DISC profile workshop, received CRM training, brushed up on compliance trends, shared best practices in group discussions, and learned how to implement key takeaways with a session on change management. To cap things off, attendees took over the local Board & Brush for some fun. Interested in a culture that supports not only you, but your staff as well? Give us a call.
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Please welcome the newest TAG member, Brice TerBeest of Pericles Financial Services. Brice brings 10 years' experience, focusing on holistic planning. He strives to be a guide in clients’ financial lives, and loves helping provide the peace of mind a trusted advisor can create through a well-crafted financial plan. He is joining TAG because “I believe in relationships and can say, as many entrepreneurs can attest, there is a real element of loneliness to running your own practice at times. I believe being able to connect, learn, and grow with the?professionals in the field is beneficial?for the industry, the professionals themselves, and?those served." He holds the Series 7 & 66 licenses along with Life & Health. Welcome aboard, Brice!
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Please welcome the newest TAG member, Patrick Loritz, who will be joining Tax Management Services, Incorporated. Patrick brings 11 years' experience, specializing in retirement planning strategies, portfolio construction, insurance, and advanced income and distribution planning. He looks forward to working with a firm that provides comprehensive wealth management, the flexibility of the independent advisor model, and the support needed to provide a customized experience that families deserve. Welcome Patrick!
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