A complete list of active advisors currently associated with TGF Assets

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

TGF Assets is an independent advisory firm that serves individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations and small businesses, providing individualized asset management and financial planning. Its services include comprehensive portfolio management, standalone financial planning and consulting, and a firm‑sponsored wrap fee portfolio option. The firm constructs diversified portfolios using equities, mutual funds, ETFs, options and fixed income, tailoring allocations to each client’s goals, risk tolerance and time horizon, and conducts continuous monitoring and periodic rebalancing. It employs analytical tools such as Monte Carlo simulation and uses a mix of long‑term, short‑term and trading strategies, and may include private securities when appropriate. Notably for a small, single‑advisor firm with modest regulatory assets under management, TGF Assets sponsors and acts as portfolio manager for a wrap fee program and absorbs trading costs for wrap clients while receiving a portion of the wrap fee—a structure that is uncommon among peers. The firm also offers access to private investment strategies (venture capital and private equity) alongside traditional public market investments and discloses related business activities (insurance agency and consulting) that may create additional conflicts of interest.

To learn more about the advisors currently working at TGF Assets, 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.

Name	Location	Years of experience
Tara Stewart	Lumberton, NJ	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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