TAG Wealth Advisors

Overview

TAG Wealth Advisors is a small, independent registered investment adviser that serves individual, family and institutional clients. The firm presents itself as a capital allocator and adviser that favors equities, with a particularly large position in non-exchange traded equity instruments. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers and educational seminars/workshops. The firm uses a fee model tied to a percentage of assets under management and other fee arrangements, and maintains relationships with broker-dealers and insurance providers to support its product mix. Investmently, TAG Wealth Advisors leans toward equity exposure but blends that with insurance and fixed-income products where appropriate. The prominence of non-exchange traded equities suggests a willingness to hold private or restricted positions and tailor allocations for clients who can tolerate lower liquidity and longer time horizons. The firm also uses third-party managers for alternative exposure and places emphasis on customizing client portfolios through both managed and advisory relationships.

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Location & Offices