Welcome to the heart of our mission at Tateyama Wealth Strategies. Our focus goes beyond numbers and transactions – it’s about establishing meaningful connections and securing your financial future. Meet Tanner, a fourth-generation resident of Northern Colorado, whose roots run deep in the region dating back to 1905. His journey, growing up on a farm, has instilled a passion for helping individuals and businesses achieve financial success.

Building Connections Nationwide

Tanner is not just a financial advisor; he’s a relationship builder. With over 9 years of experience, he has honed his skills in cultivating strong connections with clients across the United States. While his expertise spans the entire nation, Tanner has a special affinity for clients in California, Colorado, Wyoming, Nebraska, and Texas. It’s not just about geography; it’s about understanding the unique financial landscapes and aspirations of individuals in these diverse regions.

Tailored Strategies for Financial Growth

At the core of Tanner’s expertise lies his commitment to providing comprehensive retirement strategies and protection planning. Your financial goals are unique, and Tanner crafts customized solutions to help you navigate the complexities of wealth management. Whether you’re an individual, a successful family, a professional, or a business owner, Tanner is dedicated to presenting cutting-edge strategies that address your specific financial concerns.

Business Transition Planning and Wealth Preservation

For businesses, Tanner goes beyond conventional financial advisory services. Transition planning, retention strategies, and wealth preservation become paramount in sustaining and enhancing your enterprise. With a focus on the long-term prosperity of your business, Tanner collaborates with you to develop strategies that ensure a smooth transition, retain key talent, and preserve the wealth you’ve worked hard to build.

Educational Background and Expertise

Tanner’s commitment to excellence is reflected in his educational journey. Armed with an associate’s degree from Garden City Community College and a bachelor’s degree in Economics from Hastings College, Tanner combines academic rigor with practical insights. His academic and baseball scholarships to both institutions showcase not only his dedication to education but also his prowess in balancing diverse aspects of life.

Beyond the Numbers: Tanner’s Interests

While finance is his profession, Tanner’s interests extend beyond the boardroom. An avid fly fisherman and golfer, he finds solace in the great outdoors. These passions not only reflect his appreciation for life outside the office but also underscore the importance of balance in achieving overall well-being.

In choosing Tateyama Wealth Strategies, you’re not just selecting a financial advisor; you’re aligning with a partner dedicated to your financial success and building enduring relationships. Explore the possibilities with Tanner as we embark on a journey to shape your financial future.