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Tara Wealth

Headquartered in SAN DIEGO, CA

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Firm Information

Tara Wealth is an investment advisory firm that provides financial planning and portfolio management services. The firm has 2 licensed agents and 2 investment adviser representatives, managing approximately $8.95 million in assets for 59 clients. Tara Wealth specializes in working with high-net-worth individuals and individuals other than high-net-worth, with a focus on providing personalized financial solutions. The firm does not offer wrap fee programs.

Tara Wealth

$8.95M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TARA WEALTH has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

Durham, NC

Advisors at Tara Wealth

View All 2 Advisors
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Amber Schiffert

RA

SAN DIEGO, CA

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Amanda Marie dargie Decesar

CFP®, RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for Tara Wealth.

Frequently Asked Questions (6)

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