Tableaux Wealth

Tableaux Wealth is a financial planning and wealth management firm that builds personalized plans covering retirement, education, savings and gifting. Its services also include investment management across multiple accounts, tax strategies worked out alongside a client's accountant, insurance review for coverage gaps, and estate planning coordinated with CPAs and estate attorneys.

The firm describes itself as working with generalists who look at financial decisions from several angles and tie them to a client's values. Tableaux Wealth has offices in Great Barrington and Stockbridge, Massachusetts, and in Peterborough, New Hampshire, and Sarasota, Florida. Prospective clients can schedule a conversation through the firm's website or by phone.