About Us
Choosing a wealth manager is an important decision in optimizing your family's financial life. From helping you live comfortably today to working towards your goals for tomorrow, an effective wealth manager will collaborate with you to design a goals-based strategy uniquely tailored to your family's needs.
At Taube Wealth Management Group, this type of collaboration is our central focus in each client relationship. In our practice:
- We serve as essential partners to busy professionals and high net worth families by offering holistic wealth management in order to help you acheive your specific goals and objectives.
- We have a distinctive perspective, integrity, and long-term view given our experiences managing wealth for many high net worth clients and prior experience managing assets for large institutional investors.
- We have a specific niche serving professionals employed in the investment management industry.
- We are affiliated with Steward Partners Global Advisory, an employee-owned, full service independent registered investment advisor (RIA). Steward Partners' relationship with Raymond James allows us to offer you access to the innovative solutions of a global investment firm while, at the same time, ensuring we have a client-centric approach to every decision we make