It felt like a risky decision.

When I started Tactical Wealth, I made a choice to go all in on working with Associate Attorneys.

There’s way too many advisors focusing on helping “individuals and families” with their finances.

Those that try to be everything are nothing.

Working with a niche has brought me so much clarity and joy.

By specializing I know the advice I provide my attorney clients is second to none.

It’s an advantage to me, but most importantly it’s an advantage to my clients.