Tara C. Trautsch, CFP®


Tara C. Trautsch, CFP®
Wealth Manager
Retirement Planning
Investment Management
High Net Worth Clients
Estate Planning
College Planning
Social Security Planning
Pre-Retirees & Retirees
Intergenerational Wealth Planning
Business Planning
Charitable Giving
Wealth Transfer
Real Estate Investment Guidance
Artisan Capital Partners
(Bio to come later)



.png)