Tactical Tax Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tactical Tax Wealth Management is a small, state‑registered advisory firm that provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates and select retirement plans. The firm uses percentage‑of‑AUM advisory billing and can incorporate outside accounts, consolidated reporting, and sub‑advisors as part of client relationships.
The firm generally implements long‑term strategies informed by fundamental and technical analysis but may employ shorter‑term trades, rebalancing, and hedging tools — including options, inverse/leveraged ETFs and structured notes — when deemed appropriate for a client’s objectives and risk tolerance. Financial planning, ERISA plan services, and the use of third‑party managers and a technology/administrative platform are integrated into its investment process.
Noteworthy distinctions include the firm’s operation alongside an affiliated insurance‑marketing organization and a separate tax and estate planning practice under common control, which means advisors may also offer insurance solutions and receive commissions or marketing‑expense reimbursements; these relationships and related conflicts are disclosed in its brochure. The firm’s small adviser team and limited client roster with roughly $28 million in discretionary assets suggest a relatively concentrated, hands‑on client coverage model and the regular offering of educational workshops and newsletters to current and prospective clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees may range from $1,000 to $10,000 per project depending on service complexity.
$0 - $500,000: Negotiated rate as per Investment Management Agreement $500,000 - $1,000,000: Negotiated rate as per Investment Management Agreement $1,000,000 - $2,000,000: Negotiated rate as per Investment Management Agreement $2,000,000 - $3,000,000: Negotiated rate as per Investment Management Agreement $3,000,000+: Negotiated rate as per Investment Management Agreement
Certain Financial Advisors receive commissions from insurance product sales; commissions vary and do not offset advisory fees.
Hourly rates generally range from $150 to $250 per hour.
Minimum fee: Some Financial Advisors establish minimum fees; total fee not to exceed 2.00% annually depending on account size and minimum annual fee. Fee-only: Fixed fees ranging from $1,000 to $10,000 per project; hourly fees from $150 to $250 per hour.
Main office
2990 E. Northern Avenue, Suite D106
Phoenix AZ 85028
Advisors at this office
2
Most active in
Arizona · Arkansas · Texas
Also doing business as
Tactical Tax Wealth Management · Tactical Tax Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew V
Series 63, Series 65
Phoenix, AZ
Tactical Tax Wealth Management
Andrew Victor is a financial advisor at Tactical Tax Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CSI Financial Group, Tactical Tax and Estate Planning, Diversified Financial Advisors, and LPL Financial. Victor is also co-founder and vice president of CSI Financial Group and is involved in insurance marketing and life settlement brokerage through related business activities. Tactical Tax Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm typically employs long-term investment strategies informed by fundamental and technical analysis while integrating financial planning, ERISA plan services, and third-party managers into its process.
Christopher T
Series 63, Series 65
Phoenix, AZ
Tactical Tax Wealth Management
Christopher Toward is a financial advisor at Tactical Tax Wealth Management in Phoenix, AZ, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and various self-employed roles. Outside of advising, he is the owner and CEO of Goodpoints, LLC, a volunteer development business, and also provides dog sitting services as a contractor. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm uses discretionary portfolio management and financial planning, employing a range of strategies including long-term investing informed by fundamental and technical analysis, as well as tactical approaches such as options and hedging tools.
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