We hope your holiday season was an enjoyable one and we wish you the very best for a happy and healthy 2017. As we kick off the New Year we want to introduce you to Tartan Wealth Management and some of the things you can expect from us in the coming year.
Quarterly Newsletter – In an effort to share our thoughts on the current market and economic environments, our newsletter will be sent to you on a quarterly basis.
Monthly Client Gatherings – Our core strength is alternative investment strategies, and our goal is to educate. Most investors aren’t familiar with alternative strategies, and few advisors are as well. These monthly gatherings will provide a relaxed venue to explore and discuss various topics.
Alternative Strategies – Offering our clients strategies for alternative investment solutions to traditional investment portfolios.
These are just some of the changes we have made in an effort to provide service to our clients that is second to none. We are excited about the opportunities 2017 has in store for us, and we thank you for your continued business and confidence.