Steven Tann

"I am dedicated to maintaining strong relationships with my clients, and encourage regular communication, dictated by their needs and comfort level, to keep them informed about the process and steps involved in seeking to reach their goals."
About Steven Tann

Welcome

Steven helps create, implement and manage tailored portfolios for high-net-worth individuals and families, and is dedicated to helping them pursue their financial needs so that they may live their lives to the fullest.

Insights

Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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