# Tailored Tax and Wealth

Tailored Tax and Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://tailoredtaxandwealth.com
- **LinkedIn:** https://www.linkedin.com/company/terry-lambert-a4623472

## Regulatory record

- **CRD number:** 337265
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337265

## About

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.

## Sectors

- Tax Services
- Wealth Management
- Financial Planning

## People

- Terry Lambert — CPA

## 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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- [Brodie Wealth Management](https://altss.com/profile/brodie-wealth-management)
- [Brandsma Capital](https://altss.com/profile/brandsma-capital-llc)

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Last updated: 2026-08-11T15:08:18.003Z

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