Timothy Tasso

Tim Tasso advises uniquely successful individuals and families whose wealth has created both opportunity and complexity - and whose planning needs often extend well beyond investments alone. He is particularly attuned to families who carry added layers of responsibility, including those caring for a loved one with special needs, navigating multigenerational wealth, or facing major transitions such as a business sale, sudden wealth event, retirement, or estate complexity. In Tim's view, significant wealth changes the central question families face: it is no longer simply "Will we be okay?" but rather "What might we be missing?" - especially when the future of a vulnerable family member must be protected with extraordinary care.

With 26 years of industry experience, Tim works with business owners, uniquely successful medical and other professionals, multigenerational families, and uniquely successful households seeking a more thoughtful and coordinated approach to wealth. What distinguishes his work is his sensitivity to the fact that complexity is not merely financial - it is deeply personal. For families with special-needs considerations, planning often requires a more nuanced balance of lifetime care, family advocacy, benefit preservation, long-term cash-flow design, trustee coordination, and the creation of durable structures that can continue to serve a loved one long after parents or primary caregivers are no longer able to do so. Tim believes this kind of planning deserves not just technical competency, but empathy, patience, and a deep respect for the family's lived reality.

As the financial planner on his team, Tim is known for the depth of his curiosity and the care he brings to understanding each family in full context. He believes sophisticated families are best served by a higher standard of care - one that integrates planning, investment strategy, risk management, estate coordination, and ongoing guidance into a more complete advisory relationship rather than treating those issues separately. His approach is designed to help ensure that important risks, opportunities, and family considerations are not overlooked as life evolves and wealth grows more complex.

Tim began his career as a trader, where he developed a disciplined respect for markets, risk, and decision-making under pressure. He later transitioned to Merrill to focus on the work he found more meaningful: helping families make wise decisions around wealth, especially during moments of consequence. He is a CERTIFIED FINANCIAL PLANNER® professional.

His perspective is also deeply personal. Tim is the father of twin boys, one of whom has autism and is non-verbal. That experience has shaped not only the way he sees planning, but the way he serves. It has given him a profound appreciation for the long horizon many families must prepare for, the importance of protecting dignity and continuity of care, and the emotional weight behind decisions that may appear purely financial on paper. It has also strengthened his conviction that wealth management, at its best, is an act of stewardship - helping families care for the people they love, protect what they have built, and create structures strong enough to endure across generations.

For Tim, that is the true work: bringing clarity to complexity, discipline to major decisions, and deeper peace of mind to families whose lives require more than conventional advice.