Tactical Wealth Planning LLC
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About
Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning with a specific emphasis on integrating healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. Its client base is concentrated among high-net-worth individuals and select institutional or business entities, and the firm manages a modest asset base across a very small number of client relationships rather than serving non‑high‑net‑worth retail individuals.
The firm’s investment approach combines cyclical, fundamental, modern portfolio theory and technical analysis, documented through an Investment Policy Statement and regular portfolio monitoring. Tactical Wealth Planning implements both long-term and options strategies and may position limited, satellite allocations to alternative products — including Bitcoin ETFs — only when they align with a client’s financial plan, time horizon, and documented risk tolerance.
Noteworthy operational features include a Healthcare‑Integrated Planning focus that explicitly links portfolio design and retirement income planning to projected healthcare needs and Medicare timing, and a policy requiring clients to custody assets with a single broker‑dealer. The firm’s small scale and selective client roster, together with its use of options and digital‑asset‑linked ETFs as tactical satellite positions, distinguish it from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$9,000 annually for clients with $750,000 to $1.5 million in assets
$250,000 - $999,999: 0.75% $1,000,000 - $3,500,000: 0.65% $3,500,001+: 0.60%
Account minimum: $250,000 (may be waived)
Main office
West Conshohocken PA, United States
Offices (1)
Most active in
Pennsylvania
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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