TANAGER FINANCIAL SERVICES

Tanager Financial Services of Waltham, MA has enhanced its capabilities for serving wealthy families and individuals by joining Calibre Advisory Services, Inc., part of Wachovia. Recently ranked as the fourth largest wealth manager in the U.S.,* Wachovia has been helping successful individuals and their families grow, preserve, and transfer their wealth for nearly 200 years.

Tanager clients will benefit from:

A team of financial, accounting, and legal professionals who fully understand the unique needs of clients and their families.
Truly objective investment advice with access to best-in-class investment managers.
A full range of financial services, including trust and estate settlement, philanthropy, tax planning, risk management and sophisticated credit and deposit services.

Family Office Group

Tanager’s Family Office Group is now part of Wachovia’s Calibre family office practice, creating Calibre’s third location in addition to offices in Philadelphia, PA and Winston-Salem, NC.

Visit Calibre.com

Wealth Advisory Group

The Wealth Advisory Group of Tanager is the newest office of Wachovia Wealth Management, with 55 teams providing fully integrated wealth management services from New England to Florida to Texas.

Visit Wachovia Wealth Management

Online Access

Tanager clients may continue to access their account information online through Schwab and Fidelity.

Same Tradition, Enhanced Capabilities

By joining with Wachovia, Tanager will provide clients with enhanced service offerings and information reporting systems, while remaining true to its tradition of objectivity and personal service. Read the full details about the acquisition here .

Feel free to contact us directly at:
800 South Street - Suite 195
Waltham, MA 02453
(781) 893-8040

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*According to the October 18, 2004 Barron's ranking of the nation's top Wealth Managers.

Personal Trust, Charitable Services and Banking and Credit Services will be provided by employees of Wachovia Bank, N.A. through offices located outside the Commonwealth of Massachusetts.

Wachovia does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wachovia Bank, N.A. is a Member FDIC.