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ARMOR WEALTH STRATEGIES
Armor Wealth Strategies helps investors build lasting wealth by combining long-term growth with dependable income strategies. The firm crafts portfolios...
ARMOR WEALTH STRATEGIES
Armor Wealth Strategies helps investors build lasting wealth by combining long-term growth with dependable income strategies. The firm crafts portfolios seeking growth for long-term appreciation and income for consistent cash flow and stability, using balanced allocation and data-driven modeling. It serves high-net-worth individuals, RIAs and wealth managers, and institutions and foundations.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Farmington Hills
Corporate office
Charlotte, NC, United States
Principals
Jim Tassoni
founder
Sector focus
Frequently asked questions
What is Armor Wealth Strategies' core investment strategy?
Based on its regulatory filings, the firm focuses on managing risk through allocations to private credit and real estate. The objective is to generate stable, uncorrelated returns while avoiding the volatility of broad public equity and fixed-income markets. It does not publicly market a growth-equity or venture-capital strategy.
How does the firm source its private credit deals?
Public records do not detail the firm's origination model. Given its lack of a massive digital marketing presence and its regional location in Charlotte, it is probable that deal flow comes through long-standing relationships with regional developers, commercial banks, and professional service firms in the Carolinas rather than through broad auction processes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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