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Core Values

Client Centered

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.


  • Upfront on pricing model and discounts.
  • Horizontal structure. No secrets.
  • Top-of-industry compensation.


  • 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.


  • We love what we do.
  • We put our clients first. 
  • We prioritize and value time together as a group.