Tandem Private Wealth, LLC

Overview

Tandem Private Wealth, LLC is organized as a limited liability company that provides fee-based advisory services, charging clients a percentage of assets under management. The firm's stated advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Despite the inclusion of pension consulting among its service offerings, the firm's profile does not mark it as a pension consultant in the regulatory flags. The firm does not present itself as an active ESG investor and is not identified as a capital allocator. It is not listed as a multistate adviser and is not newly formed. Its regulatory classification is recorded as unclassified. These attributes suggest a small-scale, conventional advisory setup focused on fee-for-service wealth management rather than institutional allocation or proprietary investing. Industry affiliations on file include ties to an insurance company and a real estate broker. Those connections may reflect distribution relationships for insurance products and access to real estate brokerage resources, which could influence product availability and referral networks for clients. The available profile does not report assets under management, client counts, public holdings, or a public office address; the record indicates a single office on file but provides no location details.