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Tackett Wealth Management
Tackett Wealth Management is an independent fee-only fiduciary firm that provides private wealth management to a select group of individuals and families.
Tackett Wealth Management
Tackett Wealth Management is an independent fee-only fiduciary firm that provides private wealth management to a select group of individuals and families. Investment management and financial planning are handled privately and in-house. The firm works with a limited number of clients and is led by its founders, Bret Tackett and Erin Tackett.
General information
Firm type
RIA
Year founded
2009
Location
Country
United States
City
Venice
Principals
Bret R. Tackett
MS, CFP — Wealth Advisor | Portfolio Manager, Managing Principal
Erin E. Tackett — Director of Client Services | Chief Compliance Officer
Principal
Frequently asked questions
Where is Tackett Wealth Management based?
The firm's headquarters location is not confirmed in public records. The corporate registration as a Delaware LLC does not indicate its principal place of business. Allocators should verify the firm's physical address before engaging.
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