Core Values

TAG is Unified
- Always doing what is best for the group.
Dialogue-based decisions made in the best interest of the entire group, ensuring no advisor is left behind.
- Openly sharing industry expertise across the entity.
Transparency
- Upfront on pricing model and discounts.
- Horizontal structure. No secrets.
- Top-of-industry compensation.
Independence
- Every office has the freedom to operate how they see fit, utilizing the resources and support of a large organization.
- No proprietary product handcuffs or production requirements.
Passion
- We love what we do.
- We put our clients first.
- We prioritize and value time together as a group.