Tammy Symons, MBA, CFP®, CEPA®
Our Mission is Your Path, Our Vision is Your Future
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Serving Clients Nationwide
Our Mission is Your Path, Our Vision is Your Future
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Taxes
About Tammy Symons, MBA, CFP®, CEPA®
Hi, I'm Tammy Symons. I am the Founder and a lead Wealth Advisor at Logarus Wealth Solutions, a Southern New Hampshire wealth management firm that focuses on assisting families and small business owners with their personal and business finances so they may move forward with confidence toward their future.I have been in the investment and wealth management industry since 2005, including individual investment management, comprehensive financial planning and high net worth advisory.
When working with clients, I focus on offering well thought out, top-notch financial advice and continue to seek, research, and learn from others in the industry to help ensure I am capturing every opportunity for my clients. Throughout my time with clients, I strive to be the Wealth Advisor who relentlessly and slavishly has my clients' backs when they need me the most during events such as a marriage, divorce, death, a job transition, a move, disability, starting a business, exiting a business, etc. In doing so, clients can focus on more important things, knowing I truly am in it with them.
At 30, I changed careers and spent many years getting my Bachelor's and my MBA with a focus in Finance from Southern New Hampshire University. I am also a Certified Financial Planner® practitioner, a leading certification in financial planning, and a Certified Exit Planning Advisor, allowing me to be better equipped to offer business services and advice for business owners through ongoing education and a network of professionals.
I live in Derry, NH with my son, Douglas and our beloved dog, Lexi. I enjoy spending time with Doug, my family, friends and in my lake community. I strive to live a simple, balanced and purposeful life, keeping my values and my purpose close to heart in everything I do. When I'm not working hard, I want to play hard on the lake, on the ski slopes, in the wilderness, at the beach, on the ocean, and traveling.
I am a curious person not only when I am working, but also when I am playing. I can always be found exploring something; either researching something for work, trying to figure out what makes people tick, how an engine runs, or turning over rocks looking for critters with the young people in my life.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Primary Location
Portsmouth, NH 03802
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to visit our website, get in touch, or give our office a call during regular business hours to schedule a phone call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Logarus Wealth Solutions
Do you know what makes a quality wealth advisory firm? At Logarus Wealth Solutions, we believe a quality wealth advisory firm always puts clients' best interests first, has access to the products and services they need to pursue and achieve their goals, and most importantly, we believe that a quality wealth advisory firm understands that clients' trust is earned.Its Not What We Do:
We will help you with all of your personal financial needs. Our services include investment management, goal tracking, tax strategies and planning, estate planning, identifying and seeking to mitigate risks, retirement income planning, setting and tracking goals, and advice services.
We also have your business's financial needs covered, with valuation services, CFO-like services, tax planning and preparation, consulting, and exit planning and implementation.*
It’s Who We Are:
Pulling together all of your financial pieces in a comprehensive way in order to create a financial plan based around your goals, returns, risk mitigation, and taxes is part of what sets us apart from other firms. We have a passion to be in the weeds with you, and when you need us the most, that is when our adrenaline kicks in, and we step it up. Yet the only way to sustain this high level of passion for you is if this same level of passion is shared between the team members of Logarus Wealth Solutions.
It is important that you have a loyal team of professionals eager to learn as your complexities evolve and the way to provide you with this level of skill is with a culture that encourages and fosters kindness, education, growth, creativity, and most importantly, opportunity for not only our clients, but for each other as well.
Manifesting logarithmic spirals of growth and opportunity is what Lorgarus Wealth Solutions was founded to do, and I look forward to watching the individuals in our firm continue to transform to meet the needs of our families, businesses, communities, and, in turn, ourselves.
Tammy Symons,
Founder
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Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC-registered investment adviser. Logarus Wealth Solutions and MPS are separate entities. For additional information about MPS, including its services and fees, please contact MPS or visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Registration as an investment adviser does not imply a certain level of skill or training.
*Not all services described herein are provided by MPS. Certain services are provided through affiliated entities and may be subject to additional fees. For additional information, please visit https://independent.mariner.com/legal/.
Education
Southern New Hampshire University, MBA, Finance | Southern New Hampshire University, BS, Business
Hobbies and Interests
- Beach
- Boating
- Family
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Individuals
- Living in Retirement
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A real professional
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Can't get any better than Tammy
A true professional
Highly personal and responsive service
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Confidence Through Every Step
Tammy is very informative and always available to speak to me.
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