Tara C. Trautsch, CFP®

Tara C. Trautsch, CFP®

Tara C. Trautsch, CFP®

Wealth Manager

Specialities:

Business Planning

Charitable Giving

College Planning

Estate Planning

High Net Worth Clients

Intergenerational Wealth Planning

Investment Management

Multilingual Services

Pre-Retirees & Retirees

Real Estate Investment Guidance

Retirement Planning

Social Security Planning

Wealth Transfer

Languages:
German

ARTISANCAP

About

(Bio to come later)