Conshohocken, PA Office

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.