Broker Check



The first part of our process at Tamagni Wealth Advisors is the most critical. It is here where we begin to build our relationship. We want to have a discussion first and foremost to learn about you, and what is important to you in a relationship with an advisor. We will want get an in depth picture of both your personal and financial goals. It is important for us to have a clear understanding of your values around life and finances. This will enable us to be able to put together a customized plan that will instill understanding, comfort and confidence in your ability to work towards your goals. This is also the time where we will want you to learn about us, both personally and professionally. We want to make sure you are comfortable with the firm and our approach.


After the discussion, we will want to gather all of a client’s statements and important documents to analyze where they are in relation to the goals they have set for themselves. These goals may include but are not limited to education planning, retirement planning, estate planning and philanthropic goals. As we review your current plan we are looking for specific ways to be able to reduce the amount of risk you are exposed to, without decreasing the probability of success.


It is during this step of our process when we will take all of the information we learned about a client and begin to apply it in creating a customize financial plan. Regardless of where you are in life, or in relation to your goals, we at Tamagni Wealth Advisors take great pride and honor in you allowing us to assist you and your family in their wealth planning needs. We believe that every client needs to have a plan that can succeed regardless of what types of markets we are in.


After thoroughly reviewing the new customized plan with a client, and answering all of their questions and concerns, the next step of our process is the implementation. This will include consolidating outside accounts and assets when it is appropriate. We will make sure this is a simple transition that goes as smooth as possible. As we begin to implement the new plan we will make sure that when dealing with taxable accounts we are looking at all the tax implications prior to implementation. However, at Tamagni Wealth Advisors we believe that a client needs to take control their tax situation and not allow their taxes to control their portfolio.


After everything has been consolidated and the plan has been implemented, our job is far from over. The next step in our process is to monitor your plan. It is inevitable that over time, market conditions will change and your situation will evolve. Tamagni Wealth Advisors will continue to serve as that beacon of light to guide you through the various stages of your life.  We will continue to monitor your plan to make sure you are still on track in pursuit of your goals. We will be proactive in reaching out to let you know how your plan may be effected by the changing environment, and when necessary, we will make the appropriate adjustments to your portfolio.


The last part of our process and the one that we believe sets us apart, is Service. We are committed to excellence when it comes to servicing our clients, and hold ourselves to the highest standards. We will be proactive in our communication with clients, keeping them abreast of the markets and their portfolios. We also pride ourselves in following up with client by phone or email whenever we receive an inquiry. 

Investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Tamagni Advisory Group representatives do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.