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About Us
At The Wealth Tactic, we’re your trusted partner in navigating the complex world of financial services. With a dedicated team of experts, we specialize in investment management, estate planning, tax planning, financial planning, life insurance planning, and kids college planning in the USA.
About UsContact Info
- 316 Birchwood way, Irving, Texas-75063
- +1 (469) 693-2077
- info@thewealthtactic.com
About Us
About Us
Expert Financial Professional Consulting Services
Wealthtactic Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families.
We provide financial planning services offering Investment Management, Retirement & Legacy planning, Tax and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life.
Why Coose Us
Reason for Choosee Wealthtactic
01
Expertise
Benefit from our seasoned financial professionals who bring years of experience and knowledge to guide your financial journey.
02
CustomSolutions
We tailor financial strategies to your unique needs, ensuring your goals are met efficiently.
03
Transparent Approach
Our commitment to transparency fosters trust, keeping you informed at every step of your financial plan.
04
Innovation
Stay ahead with cutting-edge financial tools and strategies, designed to maximize your wealth.
05
Client Centric
Your success is our priority, and we're dedicated to providing the best for your financial well-being.
06
Proven Track Record
Undertakes laborious physical except to obtain some advantage from it right to find fault.
LEADERSHIP
Team Behind Company
Jyotika Patel
She is Executive Field Chairman of Wealthtactic Ensuring Financial Freedom. Read...
Pragna Brahmmadevara
She is Associate of Wealthtactic Ensuring Financial Freedom. Read...
LINA PATEL
She is Regional Marketing Director of Wealthtactic Ensuring Financial Freedom. Read...
Call: +1 (469) 693-2077
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At The Wealthtactic, we’re your trusted partner in navigating the complex world of financial services.