Who We Serve

TAM Financial serves a select group of discerning clients who value personal, highly individualized service. Unlike advisors who strive to build their practice by expanding the number of clients they serve, we limit our clients to include only those individuals and families who are an ideal fit with our team and our approach to wealth management. We grow our practice by increasing our assets under management (AUM) through the growth of each client’s private portfolio.

While we’ve been told we’re limiting our own growth potential, we believe this approach is the only way to ensure each client receives the time and attention needed to build and maintain a level of personal relationship that results in mutual trust, reciprocal respect, and uncommon results.