Tara Stewart

Principal, Executive Director

TGF ASSETS “The Good Fight” Independent Fiduciary Advisors

Tara Stewart started TGF Assets in 2025, bringing with her over 20 years of experience in the Financial Services industry.

At TGF we have a fiduciary responsibility and are devoted to providing clients with superior service, through a personalized evidence-based process.

Our offer is simple; for clients who value a real relationship, not “artificial intelligence”, and access to a deep network of highly credentialed like-minded professionals.

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 seek to serve the greater good and use wealth to leave the world better than we found it.

We provide for transparency, organization, and strategic tax and liability planning regarding your assets.

TGF Assets is a registered investment advisor. Tara is an investment advisor representative, charter holder with the American College, graduate of both Temple University and Rutgers University. 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 may 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 independence enables us to best meet the needs of our clients, in a transparent unbiased manner. TGF has no proprietary products.

Our filings and additional information can be found at:

WWW.SEC.GOV

CRD# 332490

Or use the “Contact Us” link to get in touch and request our most recent filings.

Warmest regards,

T

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