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Reclaim your Freedom

Wealth Management Designed for Business Owners and Successful Families. 

Schedule Your Intro Call

Do You Lack the Bandwidth to Sort Through Tax, Legal & Financial Clutter?

Too often, entrepreneurs like you have to navigate this crushing complexity alone.

You’re left wondering if there’s something more you could do to save on taxes or make the most of the money you’ve earned. And when it’s all on you to manage the decisions, feeling overwhelmed is only natural. As a member of your At Family Financial, we’re here to change that.



Welcome to the Kind of Approach That Forward-Thinking Individuals Need

With Us, You Get...

  • Collaboration

    We coordinate investment tax and business management needs all under one roof, eliminating the need for you to manage multiple advisors.

  • Clarity

    We empower you with transparent reports so you are not guessing about major financial decisions.

  • Control

    With one multidisciplinary team serving you, you regain a sense of control so you feel confident taking your business to the next level.

  • Coordination

    You'll have a clear contact and advisor taking care of every area of your wealth.

  • Capital Conservation

    We specialize in tax planning to help you keep more of what you make.

  • Commitment

    We have a legal obligation to put your needs come first, always.



The Rewards of Your Hard Work Shouldn’t Mean Added Stress


It Is Our Vocation to Help You...

Enjoy More Time with the People You Love

Experience Moments of True Calm

See Your Big Ideas Come to Life



True Independence Requires a Financial System That Works For You

Set up an introductory meeting with us to determine if we’re a fit.

Schedule Time to Talk


So, How Do We Guide You on Your Path to Freedom?

Guiding You Towards a Life of Impact in 3 Steps

Step 1

Define Your Success

What brings you fulfillment? What are your passions? What do you visualize for your business? These are the kinds of questions we’ll ask to help you define your success.

Step 2

Distinguish Priorities

We sort through the clutter, get your finances organized, and craft a detailed plan to get you from where you are now to where you want to be.

Step 3

Discover your Purpose

Your Family Financial advisor serves as your guide to manage your personal finances, business finances, investments and taxes in order to free you up so you can live a life of purpose.


Live the Life You’ve Worked So Hard to Create

Stop wasting time and money that distracts you from from what is important. You get one chance to make your mark on the world. Are you ready to reclaim your freedom?

I’m Ready to Begin


Solutions That Fit Your Needs

Choose Your Path



Comprehensive Wealth Management

What You’ll Receive ↓

  • Personal CFO
  • Financial Planning
  • Investment Management
  • Alternative Investments including Privately Held Real Estate, Private Equity and Digital Assets.
  • Estate Planning

Business Management

What You’ll Receive ↓

  • Flat fee monthly pricing
  • Tax Planning
  • Tax Preparation
  • Personal Accounting
  • Business Bookkeeping
  • Payroll
  • Bill Pay

Ready to Reclaim Your Freedom?

Your journey begins with an introduction meeting to determine if we are a fit.

Schedule My Intro Call


An Overview of Our Fees:

Wealth Management

Starts at 1.20% (Schedule)

Tax
Planning

$2,500 - $15,000

Personal Accounting

$800/mo

Business Management

Based on Complexity


Have Any Questions About Our Fees?

Schedule My Intro Call


We Partner with Forward-Thinking Entrepreneurs

To optimize all things financial.


If you are a driven business owner who is...

  • Seeking tax-savvy solutions to keep more of what you make 

  • Looking for a personal relationship with an advisor who can match your speed

  • Building your business and seeking a plan for your goals

  • Thinking about selling your business in the near future 

…then we may be a fit.


We Take Pride in Your Financial Well Being.

I Want to Chat


Relentlessly Advocating for Your Success

Your Financial Success is our Mission

We are a woman-owned firm dedicated to providing much-needed support to fellow fast-paced entrepreneurs. By breaking down the silos of financial advice, we provide you with a true family office approach—taking care of your tax, legal and financial needs all under one roof.


Tammy Trenta MBA, CFP, CTC, CEXP FOUNDER/CEO

Tammy Trenta

MBA, CFP, CTC, CEXP

FOUNDER/CEO

As founder and CEO of Family Financial, I empower families and business owners to keep more of what they earn, preserving and growing their wealth. I take a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve my clients’ financial goals while often saving them time and money.



We take pride in your success and are
personally dedicated to your wellbeing.

This is reflected in our legal standing as a fiduciary, where we uphold a commitment to put your family’s needs first at all times. Operating with a fierce loyalty to our clients, we look forward to serving you and yours for many years to come.

Tammy Trenta Photo

Tammy Trenta

MBA, CFP, CTC, CExp, Founder/CEO
Read Bio

Tammy Trenta

MBA, CFP, CTC, CExp

Founder/CEO


Coming Soon...


Pursuing Your Passions

By Planning Your Journey







Schedule Your Intro Call