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Joseph M
Series 63, Series 65
Omaha, NE
McTaggart Capital, LLC
Joseph McTaggart is a financial advisor with McTaggart Capital, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. He is also Director of Financial Planning and Analysis at NRC Health and a part-owner of a construction company and a business that rents a food truck and related equipment. McTaggart Capital provides discretionary investment advisory and portfolio management services primarily to individual and family clients, managing customized portfolios that blend growth, value, and income exposures with a buy-and-hold approach. The firm typically uses ETFs and individual securities, offers tax-loss harvesting for larger taxable accounts, and delivers regular performance reviews.
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