We’re your family’s financial office. We manage all the details, from customizing your investments to implementing sophisticated tax strategies and everything in between.
It should come as no surprise that the financial services industry does not generally have your best interests in mind! The Wall Street scandals of recent years are a direct result of a system that incentivizes bad behavior. Conflicts of interest, lack of transparency, and unreasonable compensation continue to fuel this system. But we do things a little differently at Tarbox....What is it?