Tartan Wealth Management

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United States
Dublin, OH
Tartan Wealth Management

Our goal is to provide clients with customized, comprehensive solutions at a tier above any other ar

Our goal is to provide clients with customized, comprehensive solutions at a tier above any other area firm. The advisors at Tartan Wealth Management boasts over 50 years of combined experience and knowledge. We aim to provide the utmost level of knowledge and guidance to our clients. Services range from financial planning, insurance, core portfolio management to estate and business succession pla

nning. Advisory services offered through Beacon Financial Advisory, LLC or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Tartan Wealth Management, LLC and the above firms are independent and non-affiliated.

03/21/2024

TODAY at 12 or 4:00p : JOIN US for our March Market Madness LiVE update and be a champion on and off the court. Your Zoom info:

LiVE@12:00
https://buff.ly/4ciwO0u
ID 840 7327 4554
Passcode 936699

LiVE@4:00
https://buff.ly/4crT8oE
ID 873 1723 5869
Passcode 768421

03/18/2024

We are LiVE this Thursday!

JOIN US for our March Market Madness LiVE update and be a champion on and off the court. Because you know, with us, you're all winners 😎 Stay tuned for your Zoom info...

02/16/2024

February's LiVE is today! Were you planning on coming? We were hoping you would. ☺️ With two convenient times to choose from, what's to prevent you?

Zoom access info:

LiVE@12:00
https://buff.ly/48iKaqk
ID 899 8845 5101
Passcode 338455

LiVE@4:00
https://buff.ly/48iKcOY
ID 867 7395 3041
Passcode 481787

02/14/2024

Just a reminder: We Are LiVE This Friday 16th at 12 or 4:00p : JOIN US for February's LiVE market update and kick off your weekend with some sweet market insights. And for those of you who haven't yet attended: we see you 🤨 Stay tuned for your Zoom info …

02/12/2024

Joe and Dave Are LiVE This Friday at 12 & 4:00p

JOIN US for February's LiVE market update with Joe & Dave this Friday and kick off your weekend with financial fun times. And for those of you who haven't yet attended: we see you, and we're taking notes. Details and Zoom info coming soon to a Facebook post near you.

01/15/2024

RECAPS, PREVIEWS & STRATEGIES
We look forward to seeing you on TODAY's market update at 12:00, 4:00 or both ☺️ Here's your Zoom access info:

** LiVE@12:00
https://buff.ly/47BOIrq
ID 896 7194 1119
Passcode 390977

** LiVE@4:00
https://buff.ly/48D14Rx
ID 837 5883 2953
Passcode 879359

01/11/2024

Recaps, Previews and Strategies: It's On!
If you missed our final talk of the year last month, here’s the scoop:

1. We recapped a crazy year for equity markets that were led by just a handful of stocks, leaving much of the market behind

2. We compared performance between the traditional S&P 500 Index and the Equal Weighted S&P 500 and discussed why we see opportunities in the equal weight in 2024

3. And we shared our outlook for 2024… Both agreeing that small caps would outperform large caps. Our individual 2024 predictions? Dave’s is that international outperforms domestic equities this year, and Joe’s is that the total bond index outperforms the S&P 500

Join us this Monday the 15th at 12 or 4:00p as we discuss further the themes for 2024 and some early year planning strategies.

12/14/2023

Our Our Year-End LiVE Market Update is TODAY! No ghosts, just Joe & Dave on the past, present and future.

Zoom info:
12pm
ID: 832 4435 2000
Passcode: 961698
https://buff.ly/3GBWQxa

4pm
ID: 861 0086 3232
Passcode: 438979
https://buff.ly/3GFpmy8

See you there!

12/11/2023

This Thursday: Our Year-End LiVE Market Update! ⛄

Join us for our December special LiVE market update for a meditation on the past, present and future. No ghosts in this story—just snappy insights, opinions and the steadying influence of our favorite (and only, for that matter) camera-ready mentors.

See you on Thursday at 12:00 or 4:00. And stay tuned, your Zoom info is in the queue.

12/07/2023

From our family to yours, we wish you the best for this Hanukkah season.

Address

6000 Venture Drive Suite A
Dublin, OH
43017

Website

http://tartanwm.com/

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