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

Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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