Tackett Wealth Management

Tackett Wealth Management is an independent, fee-only fiduciary wealth management firm founded in 2009 by Bret and Erin Tackett. The firm works with retirees, pre-retirees, business owners, technology professionals and multi-generational families, offering investment management alongside retirement income, tax-efficient withdrawal, estate and charitable giving planning.

Clients meet directly with the founders and can schedule appointments in person or by video conference. The firm does not take commissions or sell proprietary investment products. Its office is at Regency Parkway in Cary, and it also serves clients in Raleigh, Apex, Morrisville, Holly Springs and Research Triangle Park.