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VerifiedInvestment Management· Founded 2009

Tackett Wealth Management

Tackett Wealth Management is an independent, fee-only, registered investment advisor, devoted to the personal needs of each client. We provide asset management and/or financial planning services to individuals and institutions. Unlike typical banks and brokerage firms, we have a legal, fiduciary responsibility to always place clients' interests ahead of our own. Our offices are located in Cary, North Carolina and Venice, Florida.

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HeadquartersCary, United StatesEmployees2(1 to 10)Annual revenue$1M to <$10MFounded year2009Websitetackettwealth.comLinkedIn profileLinkedIn

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  • 1president, ceo

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