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Personalized
Wealth  Management

Built on a foundation of integrity, Tamarack Trail is your partner in wealth management. We utilize a three-facet approach to help guide our clients along the path towards pursuing their financial goals.

 

Ready to embark on the journey? 

WHO WE SERVE

• Families • Business Owners • Corporate Executives • Entrepreneurs •
• Professional Athletes • Foundations & Endowments • Multi-Generational Trusts •

OUR THREE-FACET APPROACH

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ACTIVE
PLANNING

Active Planning is more than just traditional financial planning. It ebbs and flows as your situation evolves.

 

Our active approach addresses Wealth Productivity, Wealth Protection, Wealth Transfer, and Legacy & Philanthropic Planning. 

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INVESTMENT MANAGEMENT

As your Fiduciary, we are obligated to act in your best interest.

 

Each investment strategy is

custom built and is the vehicle that helps us work towards pursuing your Active Planning goals. 

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RELATIONSHIP MANAGEMENT

As your partner, we can act as your primary point of contact to manage, coordinate, and communicate with your outside team of advisors. 

Coordination amongst your

tax, legal, and risk management teams can help you make better decisions.

 

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MORE THAN JUST A NAME

Like the Tamarack Tree, sometimes seeds are planted long before they take root and flourish. In 2023, with the encouragement of family and friends, I took the leap to launch Tamarack Trail Investment Partners. For years, I had been considering building my own wealth management practice, but it wasn’t until the right moment arrived - when my environment changed and the winds shifted that the seed inside me fully took hold and the vision became a reality.

 

Why the Tamarack Tree?

The Tamarack is a uniquely resilient tree found across North America. As a deciduous conifer, it sheds its needles every year, but before it does, it transforms into a striking golden hue, standing out amidst the greenery of surrounding forests. From the Pacific Northwest to Canada, across the northern part of the U.S. and all the way up the East Coast, the Tamarack is a tree that endures through varying climates - thriving in cool, wet conditions and even the harsh tundra. Its ability to adapt over centuries, living up to 300 years, is a testament to its resilience.

The Tamarack also has a deep historical significance. The name "tamarack" is derived from the Algonquian language, meaning "wood used for snowshoes." In addition to snowshoes, the wood has been used for medicinal purposes, in construction and boatbuilding, and its pulp was an essential food source for indigenous peoples. This sturdy, versatile tree has stood the test of time, much like the guiding principles we uphold at Tamarack Trail.

Symbol of Resilience and Adaptability

Beyond its striking appearance, the Tamarack symbolizes resilience, adaptability, and renewal - values we strive to embody in our approach to wealth management. Life, like the changing seasons, is constantly evolving: our families grow, our needs shift, and our goals change. As we navigate these transitions, we must be able to weather external pressures and adapt.

 

Through thoughtful planning and personalized guidance, our goal is to help each client carve their path through the ever-changing forest of life. We aim to help them realize as many of their aspirations as possible. And when one chapter closes, we start fresh - whether it’s with the next step in their journey or the next generation’s needs.

 

Like the Tamarack Tree’s enduring seed, we believe in nurturing a legacy of stewardship and responsibility, passing it down from one generation to the next. Because at the heart of it all is the trust our clients place in us - as they entrust us with their most valuable asset: their future.

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“Between every two pine trees there is a door leading to a new way of life.” John Muir

Contact us

Tamarack Trail BADGE

3750 Park East Drive,  Ste 200

Beachwood, OH 44122

(216) 373-0550

jswiderski@tamarack-trail.com

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​Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. 
Stratos Wealth Advisors, LLC and Tamarack Trail Investment Partners are separate entities.

Neither Stratos nor Tamarack Trail Investment Partners provides legal or tax advice.

Please consult legal or tax professionals for specific information regarding your individual situation.

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