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About TAG

The Next Generation of Financial Management

The world has changed a lot since Black Monday sent the stock market into a tailspin in 1987. 401Ks and ETFs weren’t around thirty years ago, nor was 24/7 stock ticker information. From fintech to block chain and crypto currency, the financial industry is being reinvented every day.

We think it’s time the financial management business was reinvented, too.

That’s why we created TAG 2.0.

A mountain bike rider does a back flip off a jump at the end of the day.

TAG 2.0 is a new take on financial advisory services that combines the best of two worlds: the security and stability of a 30-year-old, $1.3 billion institution (TAG Group, Inc.) and the fresh thinking, creativity and enthusiasm of a start-up division. TAG 2.0 infuses old-world morals and ethics into the next generation of financial advice.

At TAG 2.0, we won’t force you to adapt to our way of doing business, we’ll adapt to yours.  And forget the typical sales-y, impersonal, indifferent advisor who hides in his expensive office. Bring on financial professionals that are human, authentic and engaged in each client relationship.

With TAG 2.0, we set out to turn the traditional Wall St. advisory model on its head and break out of the stuffy old mold.

What makes us so different?

happiness concept, silhouette of feet of couple sitting on the pier at sunset beach
Main St. not Wall St.

We don’t answer to a Fortune 500 company, we answer to our clients. We put the client first, the advisor second and the firm third.

Traditional Values not Stodgy Traditions

We embrace the most meaningful traditions of the past – caring, empathy, support, and a personal touch – but live in the present and have our eye towards the future with the use of state of the art technology tools.

The Highest Moral and Ethical Standards

This one needs no explanation; we just do what’s right.

 

 

Communication on Your TermsMulti-ethnic hipster friends on summer holidays having fun roasting marshmallows by the sea at dusk

We don’t hide behind technology; we use it to deliver a customized client experience. Everyone’s a little different: some want an entirely online experience, others may prefer to meet face-to-face; some want to text their advisor, others prefer a phone call. It’s up to you!

No Double-Speak

We tell it like it is, in plain English; no “investment-splaining” here. We know that, while you could manage your money yourself, you’d rather have someone else do it for you so you can enjoy life. You’d love to find someone you can trust to do the right thing, and know they have the experience to do it right.

 

Young woman is jumping with snowboard on mountain
No Minimums, No Maximums

At TAG 2.0 we have no dollar threshold for those who work with us; join the TAG TEAM and grow with us.

Commitment to the Community

Corporate responsibility is in our DNA. TAG is committed to becoming involved, together with our Teams, in causes such as financial literacy, hurricane relief, ending hunger, and other causes close to the hearts of those we work with.

A Dedicated TAG TEAM

Succession planning is often not so much a plan as it is a hasty reaction to an unexpected event. But with your own TAG TEAM in place, there’s no need to worry about what might happen in the future; we’ve got it covered.

TAG is a financial management firm that provides clients in all stages of wealth development independent, unbiased financial advice steeped in traditional morals and ethics. And we offer all the traditional Financial Planning, Investment Management, Wealth Protection and Wealth Management service. But in a non-traditional model.

The TAG TEAM Model

Passing the Relay Baton

The TAG TEAM model is an innovative approach to managing the future of financial advising. TAG TEAMs have a built-in mechanism to develop fresh talent and seamlessly transition advisors, clients and their assets to ensure continuity and peace of mind for everyone involved.

Our TAG 2.0 Wealth Associates work alongside one of TAG’s 100+ seasoned advisors who have been personally managing their client relationships for years, sometimes decades. These advisors have built their business on good old-fashioned values, hard work and performance, and are too invested in their client relationships to simply hand them off to a stranger. Not until the time is right will they hand off the baton to the Wealth Associate they have mentored. Who better to teach the next generation of advisors the right way to do it?

Read more about our TAG TEAM Model and how it’s a win for Advisors, a win for our Wealth Associates, and a win for Clients.