Financial Planning for Women — A Fiduciary Wealth Management Firm Built by Women
From wealth windfalls to life-changing transitions, we help women build clarity, confidence, and lasting financial independence.
TARA Wealth was built to give women the financial guidance they deserve. Not just answers—but a partner who listens, plans, and walks with you.
Who We Help
We specialize in guiding women through pivotal life transitions—when clarity, compassion, and fiduciary advice matter most.
Widows
Loss changes everything. We help you navigate financial decisions with clarity, empathy, and structure—so you can move forward with peace of mind.
Inheritance
If you’ve recently received a significant inheritance, we’ll help you protect it, grow it, and align it with your long-term goals.
Career Transition
Shifting paths? We’ll help ensure your finances stay strong through the change.
Divorce or Separation
Whether you're newly divorced or preparing for separation, we guide you through the financial side of rebuilding your life—step by step.
Selling a Business
From planning the exit to structuring your next chapter, we help women business owners turn years of hard work into lasting wealth.
Why TARA Wealth?
Gain Clarity, Confidence, and Control
Feel informed and supported in every financial decision, with a plan designed just for you.
Time Back for What Matters
We handle the complexity, so you can stay focused on what matters most—your work, your family, and your life.
Built by Women, for Women
As a women-led firm, we prioritize empathy, transparency, and long-term relationships over transactions.
Explore What’s Possible With the Right Partnership
Whether you’re navigating a major life transition or planning for what’s next, our work is designed to support the whole of your financial life.
We partner with individuals, families, and business owners to provide thoughtful, personalized guidance—bringing clarity, structure, and intention to every financial decision.
Total Wealth Management
A high-touch, ongoing advisory relationship for those with $1M+ in investable assets seeking thoughtful planning, investment management, and long-term partnership.
Financial Planning, Centered on You.
“What surprised me most about working with TARA Wealth was the trusted relationship that gets built between the advisor and client. Money is such an intimate thing for people to talk about, and it feels good to be able to have those conversations with someone who truly cares!” - Behavioral Health Consultant, Chapel Hill, NC
Frequently Asked Questions
Do women need a different financial advisor?
The short answer is yes — the complexity women face in financial planning and wealth management is genuinely different. Longer lifespans, career pauses, inheritances, and a statistically higher likelihood of managing wealth alone at some point — these aren't footnotes in your financial plan. They should be the foundation of it. At TARA Wealth, they are.
What is a fiduciary financial advisor — and why does it matter?
Most people assume their advisor is legally required to act in their best interest. They're not. Only about 11.5% of financial advisors in the U.S. are true fiduciaries — meaning the other 88.5% can legally recommend products that benefit them over you. At TARA Wealth, we are fiduciaries 100% of the time. No commissions. No conflicts. No exceptions.
What does comprehensive wealth management actually include?
If your advisor mostly talks about investment returns, you're missing the bigger picture. Comprehensive wealth management means your investments, taxes, estate plan, retirement income, and major life decisions are all connected — not handled in silos. That coordination is where real wealth is built and protected.
