Amber Schiffert 🌱's Linkedin Analytics

We are driven by a desire to make a meaningful impact in our clients’ lives. TARA (Transparent. Authentic. Real. Advice.) represents our core values and the foundation for how we work with clients. Our goal is to empower our clients to be proactive and make educated decisions with their finances. We believe helping our clients gain clarity, confidence, and control over their finances provides a foundation for peace of mind and overall well-being. TARA Wealth is a financial planning firm specializing in planning and wealth management for Independent Women, Physicians, Boomers, and Business owners. We are based in San Diego, California, and Durham, North Carolina, and serve clients nationally. Financial Planning A holistic overview of your entire financial life — a roadmap to empower you to make informed financial decisions, achieve your goals, and navigate life’s financial changes. We’re your dedicated partner helping you navigate your unique journey. Wealth Management Goals-based investment planning, tax-efficient portfolios, and passive and active investment solutions, utilizing diversified holdings to reduce expected risk. We align your investment strategy with your values and goals to create a customized strategy to address your unique needs and aspirations.