For over 3o years our multi-disciplinary team of financial professionals has helped our clients bridge the gap to financial understanding.
Daniels + Tansey, LLP is a privately-owned, SEC registered investment advisor that serves as a trusted advisor for families, businesses, and institutions. We are rooted in the belief that Wealth Management is based upon three main areas of concentration: Financial Planning, Investment Management, and Tax and Accounting.
Our services are provided by a multi-disciplinary team of professionals. The Comprehensive Ensemble Approach to advisory services provides integrated, customized solutions tailored to meet each client’s needs. Our mission is to deliver purpose-driven wealth management solutions.