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
2024 • 2023 • 2022
Top Wealth Advisors Best-In-State
2023
Top Wealth Advisors Best-In-State
2022
Top Wealth Management Teams 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

Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy

Navigating the opportunities and challenges of family gifts: 5 practices

March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth Planning

Wealth planning is a women’s issue

March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.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.