TACIA Wealth Management
Learn More About Who We Are & What We Do.
We provide unbiased and independent investment advice that allows our clients to enjoy a successful financial future.
We believe in investing for the long term while remaining mindful of short term volatility within a portfolio.
Our money managers have the ability to make changes during periods of market fluctuations.
You won’t find any cookie-cutter strategies here. We design our clients’ portfolios with their individual needs and goals in mind.
Why Choose Tacia?
- Going the extra mile is common practice
- Complete independence when choosing money managers
- One size does NOT fit all
- We incorporate risk management in the design of every portfolio
- Ability to make changes during periods of market fluctuation
- Alternative money managers help lower the overall risk of a portfolio
- Investing for the long term but also mindful of short term volatility
Independent Investment Advisor
Growing up in Big Rapids, MI, Tom Tacia takes pride in giving back to the Mecosta County community in which he has been a part of for so many years. Owner of Tacia Wealth Management, Tom is an independent investment advisor. He received a B.A. in Economics from the University of Montana and has been in the financial services business since 2004. In addition to helping people manage their assets, Tom also serves on the finance committee for St. Mary School and on the boards of Friends of Ferris, The Shamrock Invitational, and Mecosta County Community Foundation. He currently lives in Canadian Lakes with his wife Tracie and their two children, Libbie and Torrie.
Financial Paraplanner Qualified Professional*
Katelyn began her career in the Finance Industry in 2012 and shortly after became a Financial Paraplanner Qualified Professional. Her advanced organizational and communication skills make her a great fit when it comes to helping clients and working with outside vendors. Katelyn’s ability to learn quickly has earned her a wide variety of responsibilities at our office including client services and processing new business. Katelyn takes pride in helping our office reach its goals and loves being a part of the team. Katelyn currently lives in Big Rapids with her husband Marty and daughter, Scarlett Jo.