Zionsville, IN Office
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Tactical Wealth Partners
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Firm-wide stats for Tactical Wealth Partners
About
Tactical Wealth Partners primarily serves high‑earning attorneys at large law firms and their households, offering comprehensive ongoing financial planning and investment management for client portfolios. The firm reports roughly $13.18 million in regulatory assets under management across about 100 client households and operates with a small advisory team.
The firm’s investment program follows a diversified, tax‑aware approach grounded in Modern Portfolio Theory, emphasizing low‑cost mutual funds and ETFs with periodic rebalancing. For discretionary accounts the firm generally manages assets directly through Altruist Financial LLC, while maintaining legacy, non‑discretionary arrangements in which it acts as adviser or solicitor for third‑party managers on Schwab (Mariner) and Betterment platforms.
What is distinctive about the firm is its niche focus on Biglaw attorneys combined with an uncommon client profile for its peer group: it does not describe a base of high‑net‑worth individuals despite serving high earners. The firm also recently consolidated discretionary management to a single primary custodian (Altruist) while preserving legacy third‑party relationships, and maintains a disclosed fiduciary code of ethics and proxy‑voting policy that leaves voting with clients.
Based on Tactical Wealth Partners
Expertise
Based on Tactical Wealth Partners
Demographic focus
Based on Tactical Wealth Partners
Location
Zionsville IN
Advisors at this office
2
Advisors at this office
Terrance A
CFP®, Series 63, Series 65
Zionsville, IN
Tactical Wealth Partners
Terrance Andersen is a CFP® professional with 13 years of industry experience. He has worked at Tactical Wealth Partners since 2016 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Andersen holds Series 63 and Series 65 licenses. Tactical Wealth Partners serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm follows a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, managing assets primarily through Altruist Financial LLC while maintaining legacy third-party advisory relationships.
Caitlin P
CFP®, Series 66
Zionsville, IN
Tactical Wealth Partners
Caitlin Price is a CFP®-certified financial advisor with Tactical Wealth Partners in Zionsville, IN, bringing one year of industry experience. Her prior roles include positions at WebsterRogers Financial Advisors and Bank of America. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms and their households, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets largely through Altruist Financial LLC with some legacy third-party arrangements.
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