When I entered the financial services industry in 2001, I did it because I wanted to help people set their financial goals, implement plans and manage their wealth, to help them pursue each of their milestones. As needs and priorities change, so will our strategies. To achieve this my team offers a high level of service and client support. Most calls are answered by a team member, but if someone is unavailable, a return call is made within 24 hours. Standing side by side with our clients, through good times and bad, has helped forge our trustworthy reputation. The values of Tamagni Wealth Advisors, LLC have always been honesty, trust, and optimum service. As a team we are devoted to each and every client. Those are core values for any successful company and are the cornerstone of Tamagni Wealth Advisors.
Our firm uses some of the industry’s leading technology and research to implement custom tailored portfolios, insurance, and planning solutions for each client. We also provide resources for our clients to access their account information in a variety of convenient ways.
Working with business owners, families, and individuals has been a truly rewarding experience, both professionally and personally. In addition to helping clients pursue their financial goals, over the years I’ve built many lasting friendships. Charity and the ability to give back to the community have always been important to me and are a driving force in my life. My involvement with Rotary and Mason’s has provided outlets for charitable work, and I’ve also participated on the boards of several non-profit organizations.