Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Tamadon Group is a dynamic team of highly accredited, designated and experienced financial professionals, with the goal of responding to the unique wealth management needs of clients through collaboration, commitment and caring. We work with a select group of busy individuals with complex financial circumstances.
Our typical clients include:
- Entrepreneurs and Business owners
- Corporate Executives
- Professionals, such as doctors, attorneys, and dentists
- Entertainment industry professionals and athletes
- Government employees
- Retirees
We also assist our clients' companies with the installation and execution of corporate benefit plans (401k, Deferred Compensation, Cash Balance, ESOP).
Our Service Model
With over 60 years of combined experience offering customized advice and guidance, our team is committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. With the goal of enhancing and simplifying our clients' lives, we utilize a collaborative and thoughtful approach. Our advanced professional credentials (CFP®/CPWA® certifications) help keep us at the cutting edge of our profession. With permission, we collaborate with our clients' lawyers and accountants to provide a seamless wealth management process.
AWMA™, CEPA®, CFP®, CPWA®, CSRIC®, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
