At Tactical Wealth Management, we’re more than advisors—we’re creative partners in your financial journey. Our team of seasoned professionals blends analytical precision with thoughtful artistry, crafting strategies as individual as the lives they support. Grounded in trust and guided by proprietary, forward-thinking investment approaches, we help you navigate complexity with clarity—and shape a future that reflects both discipline and imagination.
Meet the team behind Tactical Wealth Management—a group of seasoned professionals who bring both analytical discipline and creative insight to every client relationship. Each member offers a unique perspective, but we’re united by a shared commitment: to thoughtfully guide your financial future with clarity, care, and conviction.
As investment professionals, Tactical Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Chief Compliance Officer
Managing Director - Trading & Investments
Managing Director - Operations
Director of Marketing
Head of Portfolio Management
Senior Portfolio Manager
Our clients seek more than just sound financial guidance. They value a forward-thinking advisory team that brings both precision and artistry to managing their wealth.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
