Tarigas Investment Advisory manages investment portfolios and provides financial planning services for individuals and high-net-worth clients. The firm covers areas such as retirement planning, life insurance needs, tax strategies, college savings, and debt management. Tarigas Investment Advisory generally limits its investment recommendations to mutual funds, exchange-traded funds, equities, fixed income securities, real estate investment trusts, and insurance products. The firm operates as a registered investment advisor and acts in the best interest of clients when managing retirement accounts. Clients can work with Tarigas Investment Advisory for portfolio management and financial planning, and the firm also maintains an affiliation with a separate entity providing family office and fractional Chief Financial Officer services.
Fee Structure
- Hourly financial planning services — $50 to $300 per hour for advice covering investment planning, insurance, taxes, retirement, college savings, and debt management.