Women-Owned Fiduciary Wealth Management - Built on Transparency, Authenticity, and Real Advice.
Your financial health and well-being have the power to transform your life for the better.
Our Story
We created TARA Wealth because women with significant wealth deserve a firm that was built specifically with them in mind. As women-owned and women-led fiduciaries, we bring something rare to wealth management: advisors who share your perspective, understand your life's financial turning points, and are legally obligated to put your interests first — always, without exception.
We are independent, which means we have no proprietary products to sell, no sales quotas to hit, and no corporate interests competing with yours. Just honest, comprehensive advice designed around your life.
TRANSPARENT: You'll always know exactly what you're paying, why we're making the recommendations we make, and what's happening with your money. No surprises. No confusion. No wondering if there's something you're missing.
AUTHENTIC: We listen first. Your goals, your values, and what you want your life to look like — that shapes everything we do. Our advice is always honest, always personal, and always yours.
REAL: Financial planning shouldn't feel overwhelming or out of reach. We bring years of experience, evidence-based strategies, and in-depth analysis to every plan we build — then translate it into clear, actionable guidance that makes sense for your life.
Our Mission.
We strive to help you gain clarity, confidence and control of your financial life.
Clarity
Help you understand your financial health, identify areas for improvement, and map out a strategic plan to reach your goals.
Confidence
Your financial journey transforms from an unknown quest into an exciting adventure, where the possibilities are endless.
Control
Opens the door to freedom, giving you the ability to align your money with your values and aspirations. No longer will your finances control you; you will control your finances.
TARA Wealth difference
We created TARA Wealth to offer a more thoughtful and personal approach to wealth management—especially for women, but also for anyone seeking clarity and confidence in their financial life. Our advice is transparent, empathetic, and rooted in what matters most to you.
Amber Schiffert
Co-Founder
Amanda DeCesar, CFP®
Co-FounderSchedule a Meeting
You want to get to know us, just like we want to get to know you. Schedule a complimentary introduction meeting to determine if we’re a good fit and can build a lasting relationship.