The Tigma Group
"We provide comprehensive wealth management services for high-net-worth and ultra-high-net-worth individuals and families, endowments, entrepreneurs, and foundations."
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022
Top Wealth Management Teams Best-In-State
2025
Next-Gen Wealth Advisors Best-In-State
2025
About The Tigma Group
Welcome
We provide comprehensive wealth management services for high-net-worth and ultra-high-net-worth individuals and families, endowments, entrepreneurs, and foundations. We understand the subtleties and challenges of managing complex financial needs, whether it be tax-management strategies to help keep investment plans on track, planning for the next generation, anticipating short- and long-term liquidity needs, or establishing a charitable giving plan. We are acutely focused on delivering an overall individualized approach for each client.
Meet Our Team
Insights
Markets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
Markets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Wealth Planning
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
Family Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Retirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Family Legacy
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Markets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Markets and Economy
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowMarkets and Economy
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowMarkets and Economy
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowWealth Planning
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowFamily Legacy
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowRetirement
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowFamily Legacy
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowMarkets and Economy
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowMarkets and Economy
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.