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

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

Tsai Wealth Management provides personalized financial planning, investment management, and consulting to individuals, pension and profit‑sharing plans, and trusts. The firm offers ongoing discretionary portfolio management as well as standalone financial planning engagements, with compensation structured through asset‑based advisory arrangements and separate planning fees. The adviser emphasizes strategic asset allocation and diversification and employs a long‑term, buy‑and‑hold approach, implementing portfolios primarily with no‑load institutional mutual funds (including Dimensional Fund Advisors), exchange‑traded funds, individual fixed‑income securities and certificates of deposit. Accounts are managed on a discretionary basis with at least quarterly formal reviews and periodic rebalancing and tax‑management considerations. The firm is affiliated with a related CPA practice (Jack Tsai & Associates); the principal advisor is a CPA and Personal Financial Specialist who devotes approximately 75% of his time to the accounting practice, and the brochure discloses this arrangement and any potential conflicts while noting clients are not required to use the accounting services. Tsai Wealth Management also directs clients to Charles Schwab’s institutional custody platform for custody, trade execution and reporting, citing the operational and technology services that support its advisory activities.

To learn more about the advisors currently working at Tsai 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.