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The Process

Are you ready for a change?

The Process for Tactical Wealth Services

We understand how important the decision to partner with a financial advisor is. That is a decision we don’t take lightly. Our team appreciates you taking the time to learn about what we do and how we may work together.

At the first meeting, you will feel no pressure to commit or sign anything. We want to get to know you and for you to know us and how we do things. If TWS is the place for you we will have a collaborative planning meeting before the first dollar is invested. Since we are an independent firm, it allows our portfolio construction to focus on you, your needs, and your goals.  Your investment portfolio is built around you, for you and done in house. we focus on you. By being independent and focusing on you, we build a completely customized portfolio free from proprietary guidelines or products.

If you would like to see the difference customized wealth strategies can make, call or send us an email. We are happy to do a review of your current account strategy and plan and show you the difference Tactical Wealth Services can make for you, your family and your future.

About Us
Mission
Meet the Team
Client Centered

Over the years, we have found a custom approach can be an effective method to help clients who have a wide variety of needs navigate life in the complex world of financial services

We invite you to discover and experience the power of our services. No one strategy fits everyone, which is why we tailor everyone’s experience with us to their own unique situation. From planning to execution to follow up, James and his team work hard to ensure a customized and valued service experience. We want to get to know our clients and help them not only with the investing parts of life but everything those investments are there for. Hear from our clients and what that has meant to them on our testimonials page.

We encourage you to take a look at all of the materials on our website. If something you see prompts a question, please email, call the office, or simply fill out the form below and we will be in touch shortly. We look forward to speaking with you.

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