Wealth Management

Accumulating your assets didn’t happen overnight. Planning to preserve, manage and enhance those assets deserves a careful and nuanced approach as well.

With constantly changing tax codes and financial regulations, it’s important to have a partner by your side who can help you make wise decisions about your money. Someone who truly understands and cares about your personal and financial goals and can guide you through the myriad options to maximize your wealth.

Tardy & Co., PC’s experienced team works with entrepreneurs, business owners and their families and other affluent individuals who seek expertise balancing the many factors that can impact their bottom line. We are dedicated to creating plans custom-fitted to your lifestyle and needs and have established strategic relationships with sophisticated service providers in the brokerage, private banking, insurance and pension arenas, providing you a wealth of options.

Our wealth management services include:

  • Tax planning and compliance
  • Personal financial planning
  • Cash flow analysis
  • Estate and trust planning
  • Insurance planning
  • Investment planning and monitoring
  • Succession planning
  • Maximization of wealth transfers
  • Risk management

For more information on our wealth management services, simply call (505) 255-1617 or email us at info@cpatardy.com.