Personalized Wealth Management Tailored to Your Goals
Your Goals.
Our Approach.
Goals Based-Investing
Your objectives and goals should guide your investments (not the other way around). We help you set clear financial goals and provide a sense of purpose and direction for your investments.
Whether it’s saving for a comfortable retirement, funding a child’s education, or buying a home, these specific goals can help you stay motivated and focused on what matters most to you.
Tax-Efficient Investing
We’ll look at ways to optimize your investments and minimize tax liabilities now and in the future.
This could mean allocating investments to tax-advantaged accounts, tax loss harvesting, and being mindful of capital gains. Our goal is to help you keep more of your returns and money in your portfolio.
Risk Management
By understanding your goals we can assess and manage risk more effectively. Different goals have different time horizons and risk tolerances. By tailoring your investments to each goal, we can create a balance between achieving returns and safeguarding your capital as needed.
Emotional Discipline
Market volatility can make you feel excited or fearful at times which can cause investors to make impulsive decisions based on emotions.
We are by your side during these times to encourage you to be disciplined and make rational decisions knowing your personalized investment strategy is what’s most important to focus on and not what’s in the headlines.
Impact Investing
Now more than ever our clients want to align their investments with their values.
We can create a strategy that not only aims for returns but also contributes positively to societal or environmental causes you care the most about.
This approach can offer both financial rewards and a sense of purpose, as you’re not just growing your wealth but also making a meaningful difference in the world.
Ongoing Advice
We will meet with you quarterly or semi-annually (your choice). By regularly reviewing and tracking the progress of your investments toward specific goals, we help you make informed decisions and stay on track.
Our Process: More Than Just Investment Management
At TARA Wealth, we believe investing is more than numbers and charts, it’s about you. We take pride in going beyond conventional investment practices by truly getting to know our clients on a personal level and spending time understanding your unique financial goals, risk tolerance, and aspirations.
Our personalized approach extends beyond the initial meeting. We proactively monitor your investments, making adjustments as needed to capitalize on market trends and mitigate risks. We keep you informed every step of the way, providing regular performance updates and engaging in ongoing conversations to ensure your plan remains aligned with your evolving financial objectives.
With us, you're not just a client; you're a valued partner on the journey towards financial success.
Step 1: Introduction Meeting
We get to know you and what your goals and priorities are.
Step 2: Your Plan
We'll develop a philosophy for your investments and a personalized investment plan.
Step 3: Our Management
*We help open and consolidate any accounts. Then we implement your personalized strategy by investing for you.
*TARA Wealth does not take custody of client accounts or assets. Account opening, transfers, and linking are completed by Charles Schwab’s back office.
"The road to investment success is paved by setting clear goals, and letting those goals, not the market or headlines, guide your choices.”
— TARA Wealth Founders