CRD: 329530
Tactical Wealth Planning LLC
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- Custodian
- Empower · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2024
- Office Locations
- 1
Office Locations
About Tactical Wealth Planning LLC
Tactical Wealth Planning is a Pennsylvania-based RIA serving pre-retirees and retirees, with a niche in healthcare-integrated retirement planning. The firm combines Medicare guidance, healthcare expense planning, tax planning, and retirement income strategy with ongoing investment management, including tax-loss harvesting and direct indexing. Client access includes an Interactive Brokers login and a CircleBlack portal.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
NICHOLAS DAVID LAGER
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #6406810
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,704,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,704,656 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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