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Who We Serve

Tahoma Advisory Group serves individuals, families and businesses who desire long term relationships built on consistent communication and thorough analysis that helps them pursue their life goals. We help our clients strive for their goals by always “Planning First and Investing Second”.

We provide our services on a Fee Basis. Whether it be building and managing a portfolio, coordinating with your attorney to help arrange an orderly estate distribution plan or helping to financially structure a business succession plan, our clients know we work hard to help address almost any question or concern.

We are very serious about what we do and at the same time have fun with our clients. For us, it is family. Our clients engage us to help clarify and prioritize their goals and dreams, and determine how their assets can be efficiently deployed in attempt to attain these goals and dreams. Our desire is to help our clients create better futures by providing objective, personalized advice and service.

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