# Tangeman Wealth Management

- **Website:** <https://tangemanwealthmanagement.com>
- **Primary alias:** `tangemanwealthmanagement.com`

## Description

Tangeman Wealth Management is an LPL Financial-affiliated advisory practice serving high-net-worth individuals and families. Based in Mission Viejo, California, the firm provides fee-based investment advice and personalized financial planning designed to help clients make informed decisions and coordinate the different parts of their financial lives. Its services include wealth management, retirement planning, and estate planning. Wealth management may involve portfolio and asset analysis, reviewing investment overlap, ongoing access to financial advice, and portfolio supervision intended to help manage market risk. Retirement planning addresses topics such as transitioning to investment income, asset consolidation, tax considerations, beneficiary allocation, and long-term care coverage. For estate planning, the firm helps clients prepare information for trust creation and consider tax reduction, gifting, asset distribution, and inheritance strategies. Tangeman Wealth Management also offers retirement and other financial calculators, including tools related to inflation and capital gains, along with educational articles and videos. The firm’s approach focuses on strategies shaped around each client’s goals, priorities, and future, with guidance intended to support financial planning through different life stages.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/TrustTWM)
- [linkedin](https://linkedin.com/company/tangeman-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id4BY7rf0x/w/225/h/150/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792808570807)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id4BY7rf0x/w/1557/h/1557/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792808571529)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Muddy Waters | #bb9b63 | accent |
| Firefly | #0b2028 | dark |
| Wild Sand | #f6f6f6 | light |

## Fonts

- Lato — asset _(google)_
- Helvetica — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id4BY7rf0x/w/2000/h/1333/idb5ntYdPK.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792808571177)

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_Source: <https://brandfetch.com/tangemanwealthmanagement.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._