Tarantino Wealth Management

At Tarantino Wealth Management, our mission is to provide expert financial guidance and personalized service to help our clients achieve their financial goals. Our team, led by Michael Tarantino, CFP CERTIFIED FINANCIAL PLANNER, is dedicated to helping individuals and families navigate the complexities of financial planning and wealth management.

As a local business, we are committed to understanding the unique needs of our clients and providing tailored solutions to help them achieve their financial objectives. Our team, including Theresa Cordova, Administrative Associate, Hailey Beal, Client Services Associate, and Karis Schneider, Client Relationship Manager, is comprised of experienced professionals who are passionate about helping others.

We understand that everyone's financial journey is unique, and we believe that effective financial planning is not a one-size-fits-all approach. Instead, we take the time to get to know each of our clients, understand their goals, and develop personalized financial plans that are tailored to their individual needs.

At Tarantino Wealth Management, we are committed to providing exceptional service, expertise, and integrity. We take pride in our ability to educate our clients on the financial planning process and help them make informed decisions about their financial future.

Our Services

Tarantino Wealth Management offers a comprehensive range of financial planning and wealth management services, including:

• Financial planning and planning
• Investment management
• Retirement planning
• Estate planning
• Wealth transfer planning
• Tax planning and preparation
• Insurance planning
• Business planning and management

Our team is dedicated to helping individuals and families achieve their financial goals, and we are committed to providing exceptional service, guidance, and support every step of the way.

Our Team

Our team is comprised of experienced professionals who are passionate about helping others achieve their financial goals.

• Michael Tarantino, CFP CERTIFIED FINANCIAL PLANNER - Our founder and CEO, Michael brings over 15 years of experience in the financial services industry, including serving as a financial consultant and financial planner.

• Theresa Cordova, Administrative Associate - With over 15 years of experience in the financial services industry, Theresa brings a deep understanding of financial planning and administration to our team.

• Hailey Beal, Client Services Associate - Hailey is a student at Colorado State University majoring in Financial Planning and is eager to learn more about wealth management.

• Karis Schneider, Client Relationship Manager - Karis has over 15 years of experience in the financial services industry, including serving as a financial planner and banking professionals.

Contact Us

To learn more about our services and how we can help you achieve your financial goals, please feel free to contact us at:

970-829-0900 | Fax 970-840-2266 | Email michael@tarantinowm.com