TADA WEALTH ADVISORS, INC.
SOUTH ELGIN, IL

TADA Wealth Advisors, Inc. is a distinguished wealth management firm based in South Elgin, Florida. Established on December 16, 2015, and incorporated under Florida business laws, TADA prides itself on offering comprehensive wealth management services that extend beyond mere investment advice. Their approach encompasses fiduciary responsibility, ensuring clients' financial interests are prioritized within a well-rounded financial strategy. TADA offers customized strategies integrating critical aspects like risk tolerance, investments, income, assets, budgets, taxes, and estate planning to align with each client's unique financial objectives. With the highest standards of respect, integrity, and trust, TADA operates through a team-based approach where every professional brings proficiency in their respective field. The firm emphasizes transparency and regular communication via newsletters, emails, social events, seminars, and structured review meetings, fostering informed decision-making among clients. From managing investments, tax filing assistance to estate planning, TADA's expertise spans numerous financial services aimed at optimizing individual financial situations. Clients can choose a single service or engage in comprehensive advisory services tailored for all significant financial decisions. Advisory services are provided through Concorde Asset Management (CAM), an SEC-registered investment advisor, while insurance products come from Concorde Insurance Agency (CIA). TADA Wealth Advisors operates independently of CIS, CAM, and CIA entities. As a fiduciary, the firm advocates for informed financial planning to assist in achieving a well-managed retirement. For updated regulatory information or specific advice concerning tax or legal matters, clients are encouraged to consult certified professionals. Information on third-party websites linked through TADA is purely informational and not endorsed by affiliated parties.