Tallgrass Wealth Management, Inc.

Overview

Tallgrass Wealth Management, Inc. is an individually owned corporate adviser that operates primarily as an insurance broker while also offering financial planning and pension consulting services. The firm bills clients on a fixed-fee and hourly basis rather than on an asset-under-management fee schedule. Registry flags indicate it is not an active ESG investor, not a multi-state adviser, and it is not identified as a capital allocator. The firm lists an affiliation with accounting professionals, which suggests coordination with tax or bookkeeping resources as part of client work. The business mix—insurance distribution combined with planning and pension-related advisory work—points to a focus on insurance-linked solutions and fee-for-service advice rather than discretionary portfolio management at scale.

Investments & Alternatives