Tackett Wealth Management works with a select group of individuals and families who value direct access to the professionals managing their wealth. Investment management and financial planning are handled privately and in-house, allowing decisions to remain aligned as circumstances evolve.
Independent • Fee-Only • Fiduciary • Established 2009
How We Work
Private wealth management should feel personal, not institutional. We work with a limited number of clients so we can maintain continuity, clarity, and a thoughtful approach to decision-making.
Portfolios are managed in-house using an evidence-based framework. Planning considerations, particularly those involving taxes, distributions, and long-term objectives, are evaluated alongside investment decisions rather than separately.
When complexity arises, it is addressed deliberately, with careful attention to the details that matter most to each client’s financial life.
Boutique Advantage
Many firms position themselves as personalized but operate through layers of advisors, committees, and standardized processes. Our structure allows for a more direct and consistent experience.
Intentional client relationships
We work with a limited number of clients to ensure each relationship receives focused attention over time.
Direct access and continuity
Clients work directly with the professionals responsible for investment decisions and planning coordination.
Aligned advice
As a fee-only fiduciary firm, our guidance is free from commissions, product incentives, or sales pressure.
Independent structure
As a privately held firm, our decisions are driven by long-term judgment rather than corporate mandates or proprietary products.
Who We Serve
We work with individuals and families whose financial lives require thoughtful coordination and disciplined decision-making. Many are approaching or in retirement, managing significant assets, or navigating complex financial transitions.
Our clients value clarity, consistency, and a relationship built on trust.
Most client relationships begin with $1 million or more in investable assets.
Wealth Management Services
Investment Management
Privately managed portfolios grounded in long-term discipline, global diversification, and tax-aware implementation.
Integrated Wealth Management
A coordinated approach that brings together investment management and ongoing financial planning within a continuous advisory relationship.
Fiduciary Commitment
We operate as a fee-only fiduciary firm. Our obligation is to act in our clients’ best interests at all times.
We do not sell investment products, accept commissions, or receive third-party compensation. This structure allows our advice to remain objective and aligned with the client.
Our Firm
Tackett Wealth Management is an independent firm led by its founders, Bret and Erin Tackett. The firm was established in 2009 and maintains offices in Venice, Florida and Cary, North Carolina.
Our structure allows us to remain focused on client relationships rather than growth targets or external stakeholders.
Offices in Venice, Florida and Cary, North Carolina.
Frequently Asked Questions
How is the firm compensated?
We are a fee-only advisory firm. Clients compensate us directly for advisory services. We do not receive commissions or compensation from investment products.
What types of clients do you typically work with?
We work with a select group of individuals and families, often including retirees, business owners, and professionals with complex financial needs.
How is your fiduciary approach different?
Our role remains consistent across the entire advisory relationship, without shifting between different standards of care. As a fee-only fiduciary firm, we are required to act in our clients’ best interests at all times.
Clients compensate us directly for advice. We do not receive commissions, sell investment products, or accept third-party compensation. This structure allows recommendations to remain objective and aligned with the client. Learn more about our fiduciary commitment.
Where are assets held?
Client assets are held with an independent custodian, typically Charles Schwab, providing separation between asset custody and investment advice.
Connect with a Founder
If you would like to learn more about our approach, we invite you to speak directly with a founder of the firm.