Amanda MoonClient ServicesRon HamiltonAnalystDave ZupekPresident, FounderLaura JociusClent ServicesRacine's Hometown AdvisorsServing Racine County for Over 25 YearsTADA is an acronym for Tactical, Analytical, Dynamic, and Active whichdescribes our unique approach to wealth management and retirementplanning. Our wealth management philosophy is the culmination of our team'smore than 100 years of cumulative experience in a wide variety of financialdisciplines.Each of our solutions are tailor-made to the client and continuously monitoredover time. At the core of the strategy lies our commitment to help protectagainst loses by utilizing different asset classes to diversity portfolios. We valueeducation and communication and strive to ensure every client understandstheir customized solution meeting regularly with them to review its progress.STRATEGY INVESTMENTS RETIREMENTTADAWealth Advisors6226 Bankers Rd #1Mount Pleasant, WI 53403262-638-0224. www.tadawealthadvisors.comThis is for informational purposes only and does not constitute an offer to buy or sell an investmentDiversification does not guarantee profits or guarantee protection against losses. Securites offeredthrough Concorde Ihvestment Services, LLC (OS) Member FNRA/ SIPC Advisory services offeredthrough Concorde Asset Management, (CAMI, an SEC registered investment advisor. Insuranceproducts otfered through Concorde Insurance Agency, Inc. (CIA).TADA Wealth Advisors is independent of QS, CAM, and CIA
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