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Edit Business | Tacia Wealth Management
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About Independent Financial Advisor helping my clients save and plan for retirement. Actively manage portfolios of ETF's, Mutual Funds & Alternative Investments Story I'm an independent financial advisor who works to help my clients save and plan for retirement while focusing on education so they truly understand their investments. I primarily specialize in partnering with small business owners and professionals, sharing the same passion, spirit and drive to succeed. Through a disciplined investment approach that uses both strategic and tactical strategies, I'm able to guide my clients towards a sound financial future, allowing them to focus on their families and careers. Registered Representative, Cambridge Investment Research, Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Tacia Wealth Management and Cambridge are not affiliated. I am licensed to sell insurance in: Michigan, Maryland, Florida, Arizona, Texas and securities in Michigan, Maryland, Florida, Indiana, Wisconsin, Washington and California. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.
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