Taktos Wealth
Company

Taktos Wealth

Insurance Equipment 1 employees
Employees
1
Contacts
1
Emails
1

Taktos Wealth Overview

Headquarters
Equipment
Industry
Insurance
Employees
1
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities
Keywords

About Taktos Wealth

Taktos means "ordered, arranged" and is the Greek root word for tactics. We believe insurance planning cannot be done in a vacuum. Taktos Wealth lives at the intersection of tax, trust, and investment management. Our job is to tactically integrate life insurance planning within a client's comprehensive financial plan to help clients transfer risk, create tax arbitrage, and realize better planning outcomes. Our mission is to empower clients who have built, and who are building generational wealth, make educated decisions, maximize their wealth potential, and live life confidently.

Taktos Wealth Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage

Taktos Wealth Org Chart

Sample employees and titles
Name Title Contact
Colin Webb, Cepa® I Demystify All Things Life Insurance
Email

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