During the COVID19 pandemic, we will be following CDC guidelines for social gatherings as well as the current statewide stay at home orders.  We will not be meeting clients at our office, but we are open for calls to serve you during normal business hours.  (262) 638-0224.

Financial Planner Serving Racine, WI, Chicago, IL & The Villages, FL

Wealth doesn’t just happen, but it is created through hard work and strategic investing. Individuals and families in Racine County have trusted the team at TADA Wealth Advisors to grow their financial portfolio and lay ahold of their monetary goals.

racine wi certified financial planner

Our team of financial planners & wealth advisors are fee-based to ensure that your path to the ideal financial plan is created to prioritize you, our client. Our success is your success and as advisors, your financial goals become our priority.

You never aim for what you can’t see. Every worthy financial goal requires a well thought out and strategic plan to distribute and allocate your assets in a way that will benefit you and your family in the future. Our fee-only financial planners will listen to your goals and give you options to choose from as discussed, and alternatives provided.

Wealth preservation can take many forms, and there are many paths, TADA will help you navigate every opportunity. Wether it’s tax planning, college savings, researching new investment options, or giving back to your community and world, contact TADA today to see what truly remarkable financial planning can do for your family and your wealth management.

As Financial Planners:

  • We are a member of The National Association of Personal Financial Advisors (NAPFA), a leading professional association of fee-only financial advisors.
  • Our wealth advisors are professionals, experienced in complex investment opportunities including: Energy, Real Estate, Private Equity, & 1031 Exchange*.  Our team can assist you with financial plans, tax planning, college planning, retirement planning, estate planning.

Contact TADA Wealth Advisors Today

Our team of financial advisors would love to connect with you today to hear how we can help you attain your financial goals.

Please contact us at one of our three locations via form or phone. Racine, WI office (262) 638-0224, Chicago, IL office (847) 999-0700 or The Villages, FL at (352) 224-3082

TADA team photo beloit wi

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses.  They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.