Tacia Wealth Management

Tacia Wealth Management is a financial planner in Big Rapids, MI. The firm provides unbiased, independent investment advice in personal and business wealth management and financial planning. Its services include investment analysis and review, retirement planning, educational funding, stocks and bonds, mutual funds, life insurance, personal estate planning, executive compensation planning, and charitable giving strategies. The practice serves individuals and business owners in Big Rapids and the surrounding Mecosta County area.

Tacia Wealth Management builds portfolios around each client's individual needs and goals rather than applying a single template. The firm invests for the long term while remaining mindful of short-term volatility, and it incorporates risk management into the design of every portfolio. Its money managers can make changes during periods of market fluctuation, and alternative money managers are used to help lower the overall risk of a portfolio. The process is goal-based, covering planning, consulting, plan execution, and cash-out, with transparent, cloud-accessible steps and no hidden fees. Tom Tacia, owner and independent investment advisor, grew up in Big Rapids and received a B.A. in Economics from the University of Montana. He has been in the financial services business since 2004 and serves on the finance committee for St. Mary School. The office is open 8 a.m. to 4:30 p.m. Monday through Friday.

The office sits on Linden Street, about a tenth of a mile from South State Street and roughly two-tenths of a mile from Maple Street. Library Park, the Anna Howard Shaw public artwork, and Big Rapids Library are all about two-tenths of a mile away, and Mitchell Creek is about three-tenths of a mile from the office.

Tom Tacia's roots in Big Rapids and his years in financial services since 2004 shape a practice built on independent, goal-based advice for Mecosta County clients.