SENIOR TAX ADVISORY GROUP, INC.

Overview

Senior Tax Advisory Group, Inc. is a small, privately owned advisory corporation that focuses on individual and family clients, with particular emphasis on portfolio management for individuals and small businesses and the selection of third‑party advisers. The firm acts as a capital allocator, constructing portfolios largely through external managers and pooled public funds rather than by running large in‑house security selection operations. Its compensation model combines a percentage of assets under management with commissionable product sales, and the firm maintains an affiliation with an insurance company, which aligns with a likelihood of integrating insurance solutions where appropriate. Senior Tax Advisory Group, Inc. is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices