Qualified, experienced professionals.
Our team comprises experts in multiple fields that pull together the benefits of coordinating legal, tax, investment and insurance benefits into each clients’ unique wealth plan. Although some team members have decades of experience, we like to bring in younger talent that challenges the industry status quo and introduces innovative solutions you won’t find elsewhere.
Tactical Wealth Advisors offers more than traditional wealth management by providing a full spectrum of financial and risk management solutions.
Tactical Wealth Advisors opened to the public in 2006 with the stated task of providing clients with superior capital gains using a macro and event based trading strategy. Tactical combines a strategic risk management strategy and tax-advantaged derivative contracts to deliver outsized take-home returns to clients.
Setting the stage for a truly unique investment offering.
In July of 2007, Tactical Wealth Advisors became registered with the CFTC as a CTA and a CPO in April of 2008. In its relatively short existence, Tactical Wealth Advisors has come a long way in demonstrating that quality, objective market research and focused, customized solutions derived from such research are the way to navigate today’s market environment.
Since the inception of the company, our central preoccupation has been to design and bring to market a range of advisory services employed for investment management, asset management, and risk management activities. Our commitment to innovation for the benefit of our clients is reflected in our industry leading lending and reporting services; products designed and brought to market in hopes of exceeding client expectations.
EXECUTIVE LEADERSHIP
DAN VENEGONI
PRESIDENT
Securities Licenses: 7, 66, 3
Accounting Credentials: Former CPA, CMA
Over the last 18 years, Dan has been trading and evolving our strategy to deliver superior returns while limiting risk exposure. The unique risk managed strategy employed is the result of math-based models applied to concentrated position values.
After graduating Magna Cum Laude with a degree in Accounting, Mr. Venegoni went on to obtain his CPA (Certified Public Accounting) and CMA (Certified Management Accountant) license while working in public accounting. Dan was then recruited to work in corporate finance departments at several Fortune 500 companies where he modified his trading strategy to apply to corporate hedging programs and helped lead an internal control program under the new Sarbanes-Oxley requirements.
Embracing his entrepreneurial side and wanting to share the power of his advanced trading methodology, Dan founded a trading education service where he taught professional traders and retail investors the benefits of trading advanced products to better manage risks. In addition, he founded a firm which specializes in advanced tax strategy development and implementation services.
Tactical Wealth Advisors was launched as a direct response to his clients’ need for professional risk managed investments they were not receiving from their big investment firm. The market turbulence in 2008 provided the perfect backdrop to illustrate the power of risk-managed investing and it showed in TWA’s results.
“I have worked with Tactical Wealth Advisors for the past 15 years. As my portfolio has grown and evolved, what I have valued most about our relationship is that the Tactical team always knows me and my wealth objectives.”