A complete list of active advisors currently associated with Tanager Wealth Management

Warmer can help you find a great advisor at Tanager Wealth Management or one who fits your needs even better.

Tanager Wealth Management serves individual and high‑net‑worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and recommendations of independent investment managers. The firm also offers access to charitable giving vehicles (donor‑advised funds) as part of its advisory services. Investment decisions are implemented through an asset‑allocation framework with security selection grounded in fundamental analysis; accounts are actively managed and reviewed on a regular schedule and may include the use of margin in certain circumstances. The firm commonly places clients with independent managers when appropriate and continues to monitor those relationships alongside directly managed portfolios. What distinguishes the firm from most peers is its substantial non‑U.S. client base and the operational accommodations that follow, including tax and billing practices that vary by client jurisdiction. The brochure also discloses that the firm facilitates donor‑advised funds through a related charitable vehicle and identifies that relationship as a potential conflict of interest that it monitors.

To learn more about the advisors currently working at Tanager Wealth Management, 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.