Wealth doesn't just happen, but it is created through hard work and strategic investing. Individuals and families in Racine County have trusted the team at TADA Wealth Advisors to grow their financial portfolio and lay ahold of their monetary goals. Our team of financial planners & wealth advisors are fee-based to ensure that your path to the ideal financial plan is created to prioritize you, our client.
Our success is your success and as advisors, your financial goals become our priority. You never aim for what you can't see. Every worthy financial goal requires a well thought out and strategic plan to distribute and allocate your assets in a way that will benefit you and your family in the future.
Our success is your success and as advisors, your financial goals become our priority. You never aim for what you can't see. Every worthy financial goal requires a well thought out and strategic plan to distribute and allocate your assets in a way that will benefit you and your family in the future.
Services
TADA is an acronym for Tactical, Analytical, Dynamic, and Active which describes our approach to wealth management and retirement planning. Our wealth management philosophy is the culmination of our team's more than 100 years of cumulative experience in different financial disciplines. Our approach is a modification of the Endowment Model concept, a portfolio theory developed by Yale Chief Investment Officer David Swenson.
Our company was founded over 20 years ago by former financial radio show host David J Zupek. Over the years, Dave has helped thousands of people successfully plan for their retirement. He has given over 750 seminars on topics ranging from retirement income planning, social security*, long-term care insurance and asset protection strategies**.
Mark joined the TADA team in 2015 through a merger between his Chicago based firm and TADA. In 2019, he took over as President of TADA as the culmination of a 5-year succession plan. Mark helps our clients construct and understand their customized investment and wealth preservation strategies. He is a big believer in educating clients in the investment strategies they are using and sets a high priority on transparency and accountability.
There are many financial products and services in the marketplace, and choosing solutions that meet your needs can be complicated. Informed decisions about which products or services to use in any portfolio are best made after an assessment of your needs and a deep discussion as to the risks and rewards of making change.
As fiduciaries our planning advisors are held by law to the highest standard of responsibility to our clients. It is our practice and our responsibility to always act in our clients' best interests. Retirement means different things to different people. At TADA Wealth Advisors, the first step we take in talking with you about retirement is listening.
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Curt Olejnicak
Jun 24, 2019
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