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Tailored Tax and Wealth
Tailored Tax and Wealth provides comprehensive financial services for individuals and business owners, including tax consulting and compliance, accounting and...
Tailored Tax and Wealth
Tailored Tax and Wealth provides comprehensive financial services for individuals and business owners, including tax consulting and compliance, accounting and bookkeeping, and financial planning with investment advisory. The firm is a Registered Investment Advisor based in Colorado. It was founded by Terry Lambert, CPA, whose background includes work at the IRS, KPMG, and Charles Schwab.
General information
Firm type
RIA
Principals
Terry Lambert
CPA
Sector focus
Frequently asked questions
What services does Tailored Tax and Wealth provide?
The firm offers tax preparation, tax planning, estate planning, and investment management. It positions its services as a single-source solution for individuals and families needing coordinated tax and wealth oversight. No specific investment minimums or fee structures are publicly listed.
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