What departments does Tartan Wealth Management LLC have?

Tartan Wealth Management LLC has employees across 1 departments including Finance.

What is the largest department at Tartan Wealth Management LLC?

The largest department at Tartan Wealth Management LLC is Finance with 2 employees.

Where are Tartan Wealth Management LLC employees located globally?

Tartan Wealth Management LLC has employees across 1 continents and 1 countries including United States Of America.

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Tartan Wealth Management LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Our goal is to provide clients with customized, comprehensive solutions at a tier above any other area firm. The advisors at Tartan Wealth Management boasts over 50 years of combined experience and knowledge. We aim to provide the utmost level of knowledge and guidance to our clients. Services range from financial planning, insurance, core portfolio management to estate and business succession planning.

Advisory services offered through Beacon Financial Advisory, LLC or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Tartan Wealth Management, LLC and the above firms are independent and non-affiliated.

Find Tartan Wealth Management LLC employees' phone numbers or email addresses

Tartan Wealth Management LLC Global Highlights

North America
2

United States Of America
2

Tartan Wealth Management LLC's Leadership

J. R.
Managing Member, Jd, Cfp®
Mobile Phone
Email
D. S.
Financial Adviser
Mobile Phone
Email

Contact profiles from Tartan Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. R.
Managing Member, Jd, Cfp®
Mobile Phone
Email
United StatesOhio
Jun 25, 2025
D. S.
Financial Adviser
Mobile Phone
Email
United StatesOhio
Feb 24, 2025

Frequently Asked Questions

What is Tartan Wealth Management LLC known for?

Tartan Wealth Management LLC operates in the Financial Services industry. The company's main headquarters is located in 6000 Venture Drive Suite a Dublin, Ohio 43017 United States; you can contact the main corporate office by phone at

+1-614-344-****

. Explore Tartan Wealth Management LLC's company overview page for more information.

What is Tartan Wealth Management LLC's most common email format?

Tartan Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tartan Wealth Management LLC email formats with LeadIQ.

How many employees does Tartan Wealth Management LLC have currently?

Tartan Wealth Management LLC has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Tartan Wealth Management LLC's key employees and leadership?

As of February 2026, Tartan Wealth Management LLC's key employees include:

Managing Member, Jd, Cfp®: J. R.
Financial Adviser: D. S.

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