Are you making smart choices about

Wealth, Retirement, and Taxes?

With our experience, we provide a view that separates insights from information. Our Primary Goal is to give an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth.

Your Dreams Matter

At Team Wealth & Tax Advisors, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy designed to help you address your financial needs and concerns. Our comprehensive and bespoke approach will help manage your wealth while providng smart guidance about your retirement and taxes.

The SmartChoice Wealth Strategy

The SmartChoice Wealth Strategy review is your foundational guide that combines a deep understanding of timeless financial concepts; sound knowledge of economic forces, investment and taxes; and in-depth evaluation of risk dynamics.


Learn about how we can help

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Investment Advisory Services Offered only by Duly Registered Individuals Through Team Financial Group, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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