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Private Clients

PRIVATE CLIENTS

Taiber Kosmala & Associates, LLC offers a full range of investment consulting services to affluent families. Our consulting solutions are customized to each client and address the unique circumstances and objectives that every family maintains. We help clients identify an appropriate risk posture, comfortable liquidity profile, and optimal cash flow characteristics. Working to ensure the estate, tax, and investment aspects are operating together to ensure the end goal of generational wealth is a focal point of our practice.

Our conflict-free advice and exceptional expertise affords clients a unique partner when faced with the responsibility of acting as a prudent steward of a family’s accumulated wealth.