Empowering Women Through Every Financial Chapter
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.
TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY
At TARA Wealth, we are passionate about supporting and empowering women to make smart money decisions and feel confident about their finances.
Together, we help independent-driven women confidently navigate the complexities of wealth accumulation, investments, retirement planning, life transitions, and more. We help ensure you can realize your full potential and build a strong financial foundation and secure future.
Take control today and schedule an introduction meeting with our Founders. We’d love to meet you.
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.
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
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
Stepping back from work or 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.
Family Caregivers
Caring for others shouldn’t mean sacrificing your own financial health. We help you find balance and plan ahead.
Explore What’s Possible With the Right Plan
Whether you’re navigating a major life change or planning for the future, our services are designed to support the whole you. We provide personalized financial guidance tailored to your needs with clarity, intention, and care.
