TAG Wealth’s goal is to provide rigorous investment management along with a personalized planning experience. As a leader in the financial services industry, TAG Wealth’s financial professionals bring over 40 years of experience in comprehensive financial
planning and client support.
Your financial professional may design a custom financial plan and provide recommendations to help you reach your unique goals. Some services include:
TAG Wealth works to help clients improve their financial lives by providing customized support for investment management, financial planning, and insurance protection.
Consider the investment objectives, risks, charges, expenses and tax implications associated with any security before investing. Additional information about municipal fund securities is available in the issuer’s official statements. The official statement should be read carefully before investing. Certain investments are accompanied by prospectus or other offering documents. These should also be read carefully before investing. This does not constitute an offer to buy or sell any security. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and not by Partners Financial Federal Credit Union. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Wealth and its subsidiaries are separate entities. Diversification and asset allocation strategies do not assure profit or protect against losses. Securities are not NCUSIF Insured/Not NCUA or Credit Union Guaranteed/May Lose Value.