Tacia Wealth Management

Tacia Wealth Management Independent Financial Advisor helping my clients save and plan for retirement. Actively manage portfolios of ETF's, Mutual Funds & Alternative Investments

I'm an independent financial advisor who works to help my clients save and plan for retirement while focusing on education so they truly understand their investments. I primarily specialize in partnering with small business owners and professionals, sharing the same passion, spirit and drive to succeed. Through a disciplined investment approach that uses both strategic and tactical strategies, I'm

able to guide my clients towards a sound financial future, allowing them to focus on their families and careers. Registered Representative, Cambridge Investment Research, Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Tacia Wealth Management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. I am licensed to sell insurance in: Michigan, Florida, North Carolina, and Texas and securities in Arizona, Colorado, Florida, Michigan, and Texas. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.

Remembering and praying for all who gave the ultimate sacrifice! God Bless America! 🙏🏼❤️🤍💙
05/25/2026

Remembering and praying for all who gave the ultimate sacrifice! God Bless America! 🙏🏼❤️🤍💙

Wishing all you beautiful Mommas a wonderful Mother's Day! 💕
05/10/2026

Wishing all you beautiful Mommas a wonderful Mother's Day! 💕

Wishing the amazing Allyse Ward a happy work anniversary! We are so grateful you are part of the TWM team and family! 💛
05/02/2026

Wishing the amazing Allyse Ward a happy work anniversary! We are so grateful you are part of the TWM team and family! 💛

Happy Administrative Professionals Day! We are blessed with the best! Katelyn Kirchofer Allyse Ward Kerry Jayne Dukest 🩷...
04/22/2026

Happy Administrative Professionals Day! We are blessed with the best! Katelyn Kirchofer Allyse Ward Kerry Jayne Dukest 🩷❤️💙💛

This Easter, may the light of faith guide your path and may love fill your heart! Wishing you all an abundance of blessi...
04/05/2026

This Easter, may the light of faith guide your path and may love fill your heart! Wishing you all an abundance of blessings this Easter and always! 🙏🏼🐣🐰🌸

We loved hosting Business After Hours last week for the Big Rapids Regional Chamber! Thank you for everyone that stopped...
03/23/2026

We loved hosting Business After Hours last week for the Big Rapids Regional Chamber! Thank you for everyone that stopped by to see our new space and to our staff for being the best hostesses! 💛🤍🖤🙌🏼👏🏼

Wishing you all the luck of the Irish today! 🍀Happy St. Paddy's Day! 💚
03/17/2026

Wishing you all the luck of the Irish today! 🍀Happy St. Paddy's Day! 💚

Happy Birthday to our fabulous Administrative Assistant, Kerry Jayne Dukes! 🎉 Her friendly voice on the phone, attention...
03/13/2026

Happy Birthday to our fabulous Administrative Assistant, Kerry Jayne Dukes! 🎉

Her friendly voice on the phone, attention to detail, and positive energy has quickly added so much to Tacia Wealth Management.

We appreciate all you do—hope your birthday is as wonderful as you are! 🎂

Be sure to get your tickets for the St. Mary St. Paul Annual Gala! It's always an amazing time!
03/04/2026

Be sure to get your tickets for the St. Mary St. Paul Annual Gala! It's always an amazing time!

Tacia Wealth Management

Happy President's Day! May God bless our leaders past & present and may God bless America! 🇺🇸🙏🏼❤️🤍💙
02/16/2026

Happy President's Day! May God bless our leaders past & present and may God bless America! 🇺🇸🙏🏼❤️🤍💙

Address

115 Linden Street
Big Rapids, MI
49307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12316298533

Website

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