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Who We Serve

At Tallus Capital Advisors, we believe that financial planning should revolve around your unique goals and needs. That’s why you can count on us to design a personal, flexible, and realistic strategy that enables you to achieve the financial security you deserve. Here’s a closer look at the types of people we serve.

Active Saver

Our ideal client is a diligent saver and knows the importance of financial responsibility. By living this way, they have accumulated a savings of at least $500,000. 

Kind People

Although this may seem like common knowledge, our team works with genuinely kind people who value mutual respect. 

Retired, or Almost There

Our team works with people who are retired or are rapidly approaching retirement.  This allows us to provide you with our experience for retirees.

Seeking a Trusted Advisor

Our clients understand the value of having professional guidance to aid in the success of their retirement years.

If this sounds like you, let's connect!

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