Taktos means "ordered, arranged" and is the Greek root word for tactics. We believe insurance planning cannot be done in a vacuum. Taktos Wealth lives at the intersection of tax, trust, and investment management. Our job is to tactically integrate life insurance planning within a client's comprehensive financial plan to help clients transfer risk, create tax arbitrage, and realize better planning outcomes. ​

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Our mission is to empower clients who have built, and who are building generational wealth, make educated decisions, maximize their wealth potential, and live life confidently.

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