A complete list of active advisors currently associated with TAK Advisory

Warmer can help you find a great advisor at TAK Advisory or one who fits your needs even better.

TAK Advisory, led by a principal who holds CFP® and CPA credentials, provides portfolio management and financial planning to individuals, high‑net‑worth clients, trustees and conservators. The firm prepares individualized investment policy statements and offers ongoing discretionary and non‑discretionary portfolio management alongside comprehensive and project‑based financial planning covering retirement, tax, estate and college planning. The adviser’s process emphasizes asset allocation, diversification and periodic rebalancing tailored to each client’s income, tax situation, time horizon and documented risk tolerance. TAK Advisory employs both fundamental and technical analysis and may implement a broad set of strategies — including long‑ and short‑term trading, options, margin and short sales — while seeking to manage costs and consider tax consequences. The brochure highlights that the firm regularly conducts public educational seminars and workshops on investment, estate and financial planning, sometimes sponsored for a fee and sometimes offered free to attendees, which is an uncommon client outreach practice among peers. The principal’s dual CFP and CPA background and prior international equity and brokerage experience are also emphasized in the brochure and may be relevant to clients seeking tax‑aware advice and familiarity with Asian and international markets.

To learn more about the advisors currently working at TAK Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.