About Us
At Tactical Wealth Services, we have the client -and only the client in mind.
The Foundation for Tactical Wealth Services
The foundation for Tactical Wealth Services was built during the great recession 2008 to 2010 while working with high net worth individuals and families. James noticed a disconnect between advice given to those with access to higher level planning and those with a traditional “financial advisor“. It was that difference in approach to service that encouraged James to become a financial advisor and begin helping everyone that valued a different approach. In the following 15+ years working for different companies, James found the only way to provide that experience was to be completely independent. Hence, Tactical Wealth Services was born.