The idea for TAO Private Wealth came to life in when a young investor and wealth management advisor was losing sleep over his firm’s treatment of its smaller clients. TAO was founded on a principle of equality—they treat every client as if they were their largest client. We wanted their brand to reflect the absolute highest in quality and virtue.

TAO has become a highly respected advisor and planner in the high and ultra-high net worth segment of financial management. We look forward to building on this brand for years to come.