We're your family's financial office. We manage all the details, from customizing your investments to implementing sophisticated estate and tax strategies and everything in between. We are independent, privately owned, and not beholden to shareholders - we work only for you. It should come as no surprise that the financial services industry does not generally have your best interests in mind!
The Wall Street scandals of recent years are a direct result of a system that incentivizes bad behavior. Conflicts of interest, lack of transparency, and unreasonable compensation continue to fuel this system. But we do things a little differently at Tarbox.
The Wall Street scandals of recent years are a direct result of a system that incentivizes bad behavior. Conflicts of interest, lack of transparency, and unreasonable compensation continue to fuel this system. But we do things a little differently at Tarbox.
Services
Armed with an English degree and a ton of youthful energy and enthusiasm (and big hair), Laura fell into the investment world. After a few years of trading stocks and options for a small local firm, she discovered financial planning and completed the CFP program, embracing a more comprehensive approach to managing money and financial matters.
For 90 years, through every market cycle and world catastrophe, the stock market has provided 10-12% average annualized returns. An astounding 89% of U.S. large-cap fund managers failed to beat their market index.* We aren't arrogant enough to think we can consistently pick the winners, so we buy the indices to ensure that we get the market returns.
The end result: Sophisticated strategies to simplify your life and make the most of your money. Often, the most important things we do for our clients involve unanticipated events or situations outside of the realm of basic financial planning.
Whether it's sorting through tax issues on a complicated real estate transaction, wiring funds abroad on short notice, acting as "gatekeeper" to vet proposals, or meeting with your young adult children to help educate them and get them going on the right financial path, we can help.
Whether it's sorting through tax issues on a complicated real estate transaction, wiring funds abroad on short notice, acting as "gatekeeper" to vet proposals, or meeting with your young adult children to help educate them and get them going on the right financial path, we can help.
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