St. Augustine, FL Office

Tanara Wealth Management provides financial planning, discretionary portfolio management, and a range of family office services to individuals, employer retirement plans, and other institutional clients. The brochure describes comprehensive planning, consolidated reporting, accounting and bookkeeping, bill‑pay oversight, and retirement plan consulting as part of its service offering.

The firm’s investment process uses diversified model portfolios and customized allocations that may include publicly traded equities, fixed income, ETFs and structured products, alongside alternative exposures accessed through third‑party managers and private funds. Tanara typically manages client accounts on a discretionary basis and discloses that private fund holdings may be valued using the most recent fund‑provided valuations when calculating fees.

Distinctive aspects disclosed in the brochure include Tanara’s role as an investment manager to at least one pooled vehicle and the engagement of senior personnel in consulting and board roles for private funds and portfolio companies—arrangements that create potential conflicts of interest the firm discloses and seeks to manage. The brochure also highlights the firm’s rapid accumulation of regulatory AUM since formation, the use of internal cross‑transactions, and a pending civil action naming the firm, all noted as material to prospective clients.