Through his expertise and dedication, Tait ensures his clients receive comprehensive wealth management solutions. With over 16 years of experience, his primary focus is on cultivating and nurturing relationships with high-net-worth individuals and families, becoming their trusted advisor. By building strong connections, he fosters a deep understanding of each client's unique needs and goals.
With Tait's guidance, clients receive a level of transparency and personalized service that alleviates their financial anxiety, instilling a sense of trust and providing peace of mind. His unique approach involves actively listening to his clients, valuing their input and concerns. Clients receive honest and independent advice, enabling them to make well-informed decisions regarding their wealth and estates and achieve financial security.
Furthermore, Tait takes the lead in coordinating tax and estate planning in collaboration with clients' accountants and attorneys. This thorough approach to wealth management ensures that all aspects of a client's financial situation are carefully considered, allowing for effective planning and asset protection.
Prior to joining Parkside, Tait was Vice President and Head of Office for the Personal Financial Management group of Goldman Sachs. He earned his earned his bachelor’s degree in actuarial science and insurance from Drake University. In 2009, he received his Chartered Financial Analyst® designation.