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Live Exceptionally

With your financial world in order, 
pursue all of life’s possibilities.

Your financial pursuits are dynamic, diverse, and demanding. What you own can often feel like it owns you, so you want a better solution. At Exceptional Wealth & Family Office, our comprehensive wealth consulting and highly coordinated financial guidance will quickly create order from chaos. We give you a concise path to clarity – your Exceptional Wealth Blueprint - to fuel the outcomes you desire, and help you go further, faster.

Extensive Insights

Extensive Insights

We address critical factors such as risk, taxation, estate, and investment management.We help organize and aim to optimize your wealth, providing clarity to the best course of action.

Who We Serve

  • Heads of Complex Estates
  • High-Liquidity Investors
  • Multigenerational Families
  • Entrepreneurs & Owners
  • Leadership for Foundations & Endowments
Extraordinary Support

Extraordinary Support

Our family office services provide concierge-level consulting for families with complex estates in areas of wealth stewardship, preservation, and transfer.

Family Office Support

  • Family Governance & Financial Education
  • Private Wealth Management & Investment Advice
  • Estate & Legacy Planning
  • Tax Strategy & Cash Flow Planning

Expansive Guidance

We offer wealth management services for high-liquidity investors, as well as advisory services for business owners and heads of foundations.

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Wealth Management

  • Investment Management
  • Risk Management
  • Insurance Planning
  • Tax Planning
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Estate Planning

  • Wealth Transfer
  • Investment Education
  • Charitable Giving
  • Tax Planning
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Business Advisory

  • Business Management
  • Risk Management
  • Exit Planning
  • Cash Flow Analysis
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Foundations & Endowments

  • Investment Management
  • Board Education
  • Policy Statement Review
  • Donor Gift Strategies
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Exciting Opportunities 

Exciting Opportunities 

We educate, activate, and equip you to effectively manage your resources, propelling the lifestyle you desire. Our Exceptional Wealth Blueprint is centered around clarity, capacity, and coordination to give you more options and opportunities.

Experience Matters

Experience Matters

Our CEO & Wealth Manager is an entrepreneur who has bought, built, and sold businesses across industries, personally sorted through multigenerational estate issues, and is equipped with a deep technical knowledge of the capital markets.

Real Clients. Real Impact.

"I’ve been managing the family partnership since 2013. During that time, I've worked with many financial advisors. None of them hold a candle to Tara! She’s literally the smartest person I’ve met when it comes to finances. One of her greatest strengths is her ability to teach and empower her clients. After talking with her, I have a sense of peace and clarity instead of the feelings fear, anxiety and intimidation that I used to feel with past advisors. Tara has a way of stepping back and looking at the big picture and taking a step-by-step approach to reaching goals. She's the first person I call with any financial dilemmas. Her calm approach to solving problems makes me feel better every single time. I call her my money angel."

- Sheryl Marie, Current client, on 12/2025

This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Exceeding Expectations

Discover how Exceptional Wealth & Family Office can add clarity to your most complex financial concerns. 

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