Tackett Wealth Management is an independent, fee-only, registered investment advisor. The firm serves as a fiduciary to its clients. Registration with the SEC or any state securities authority as a “registered investment advisor” is not an endorsement of the firm by securities regulators and does not imply a certain level of skill or ability. The firm is a registered investment advisor with the state of North Carolina and the state of Florida, and only conducts business in states where it is properly registered or is excluded from registration requirements. The home office of Tackett Wealth Management, LLC is located at 1400 Crescent Green, Suite 214, Cary, NC 27518.
Investing in securities always involves risks, including the potential of losing money. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Tackett Wealth Management does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
For detailed information about our firm, please request a copy of our firm brochure. Additional information is also available on the SEC’s website at www.adviserinfo.sec.gov.
Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
This web site is a publication of Tackett Wealth Management, LLC.