Tactical Asset Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Tactical Asset Management
Team photo for Tactical Asset Management

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Advisors

Advisor photo for Joshua Perello

Joshua Perello

APMA®, AIF®

Financial Advisor

Visit Joshua Perello's website


Team

Catherine Taylor

Catherine Taylor

Client Service Manager

Roles & Responsibilities

  • Provides essential administrative, operational, and client service support to ensure the smooth delivery of financial planning and investment services. Ensures compliance with industry regulations.
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