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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-11-2025
- Office Locations
- 1
Office Locations
About Tailored TAX AND Wealth
Tailored Tax and Wealth is a Colorado-registered RIA and CPA firm serving individuals and business owners with integrated tax consulting and compliance (including audit representation), accounting/bookkeeping, and financial planning with investment advisory and retirement planning (IRA/ROTH/401k). The firm is led by Terry Lambert, a former IRS revenue agent with 12 years of experience at the IRS, KPMG, and Charles Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TERRY EDWARD LAMBERT
Chief Compliance Officer, Managing Member
- CRD
- #6711770
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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