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Bret Tackett, CFP
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Cary

Tackett Wealth Management
2500 Regency Pkwy
Cary, NC 27518
(919) 650-6393

Venice

Tackett Wealth Management
304 W Venice Ave, Suite 218
Venice, FL 34285
(941) 485-5222

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 Tacket Wealth Management 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 http://adviserinfo.sec.gov.

For a complete list of our web site disclosures, please click here.

© 2009 - 2024 Tackett Wealth Management, LLC. All rights reserved.

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