The best returns are more than financial

Strategy. Execution. Success.

Specializing in high-net worth individuals, families and businesses, sports and entertainment professionals, we take a view of all areas that affect their wealth, including asset accumulation, protection, preservation, distribution and succession in order to create a sense of financial security and peace of mind. We listen to our clients’, priorities, lifestyles, tolerance for risk and tax issues. We build relationships with every client to achieve a customized wealth management plan that meets their needs. We provide a high level of service and industry expertise that meets and often exceeds their expectations. We view the responsibility of handling our clients’ money as seriously as our own. With our team, we devise and continuously refine strategies for meeting our clients’ goals as their life situation changes. We pull in the finest talent and utilize our global resources from every sector of the financial world in order to give our clients every possible advantage.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • Financial Planning’s Top 40 Regional Broker-Dealer Advisors under - 2020
  • Forbes Top Next-Gen Wealth Advisors - 2020
  • Financial Planning’s Top 40 Regional Advisors Under 40 - 2021
  • Forbes Best-in-State Wealth Advisors list - 2023, 2022 and 2021
  • Forbes Top Women Wealth Advisor - 2024, 2023, 2022 and 2021
  • Forbes Next-Gen Wealth Advisor - 2021
  • AdvisorHub Advisors to Watch - 2023, 2022

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me to set up a meeting.

Tania Kvakic


About Tania

Interested in learning more? Click here to read less and view my curated financial education videos.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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Managing your day-to-day cash is essential to wealth planning. Make sure your cash is working for you. Reach out to discuss our cash sweep options with competitive rates.

Health Insights: Navigating Trending Healthcare Topics

Ease the stress of emergency medical treatments, especially while away from home, with these tips.

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5 Timeless Financial Tips from Greek and Roman Philosophers

This fascinating article explores money matters from Greek and Roman philosophers. From Epictetus to Plato, their insights on wealth, frugality, and financial well-being still resonate today.

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