Tara Stewart

Principal, Executive Director

TGF ASSETS “The Good Fight” Independent Fiduciary Advisors

Tara Stewart started TGF Assets, bringing with her over 20 years of experience in the Financial Services industry. With prior leadership roles with Morgan Stanley and Prudential Financial, an advisory role with TIAA, and an MBA from Rutgers University, Tara brings a wealth of knowledge to both the firm and her clients.

At TGF we have a fiduciary responsibility and are devoted to providing clients with superior service, through a personalized financial planning process. The specific offer provided by TGF is simple; for clients who value the real thing, not “artificial intelligence”, and access to a deeply committed accessible team of highly credentialed principled advisors. We strive to work with long-term relationships and spend time acquainting ourselves with prospective clients up front to ensure a mutually beneficial partnership.

We believe in a disciplined, mathematically defensible approach to effective money management. We provide for transparency, organization, and strategic tax and liability planning regarding your assets.

TGF Assets is a registered investment advisor. Our independence allows us to offer a full menu of investment products and services, including fee-only platforms, that align with your objectives. Our advisory clients include individuals, trusts, charitable organizations, plans and corporate accounts.

Charles Schwab acts as the custodian for our advisory accounts. Our independence allows us to affiliate with several insurance carriers, brokers, accountants, and attorneys as well. This enables us to best meet the needs of our clients, in a transparent unbiased manner. TGF has no proprietary products or relationships, and we sit on the same side of the table as our clients.

Our filings and additional information can be found at:

www.finra.org

CRD# 332490

Or use the “Contact Us” link to get in touch.

Warm regards,

T