Frequently Asked Questions (FAQ): Taras Wealth Management
Who does Taras Wealth Management serve? The Taras Wealth Management team specializes in working with individuals and multigenerational families, retirees, business owners, and women investors. We are dedicated to helping clients who require sophisticated stewardship of significant wealth and navigation of complex estate and trust issues.
What services does the Taras Wealth Management provide? Taras Wealth Management offers comprehensive, holistic financial planning, including:
- Investment Strategy & Portfolio Construction
- Retirement Planning & Longevity Planning
- Estate, Charitable Giving, and Trust planning
- Risk Management
- Banking & Lending services *
- Business-specific needs, such as company retirement plans, cash flow management, and succession planning.
What is the "CFP® advantage"? Mike Taras and Jeanie Taras are both Certified Financial Planner® (CFP®) professionals. This designation reflects a commitment to the highest standards in financial planning, including rigorous education, comprehensive examinations, relevant experience, and adherence to strict ethical guidelines. Working with a CFP® professional means you receive thoughtful, fiduciary-minded guidance tailored to your unique goals and designed to support your long-term financial success.
How does Taras Wealth Management approach the client relationship? At Taras Wealth Management, we value the trust you place in us. As a multigenerational family team, we take a collaborative and personalized approach, working closely with you to understand your financial picture, priorities, and long-term aspirations. Our focus is on helping families thoughtfully manage and transition wealth, guiding both the generation that built it and the one entrusted with preserving and growing it for the future.
Where is Taras Wealth Management located? Our office is conveniently located in Jacksonville, Florida, at: 245 Riverside Ave., Suite 500 Jacksonville, FL 32202
How can I get in touch with the team to discuss my financial needs? The team can be reached at 904.348.5442. You may also visit their office website to schedule a meeting.
*Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
