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.

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.