Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. Our team of multi-disciplinary professionals delivers integrated, personalized solutions to individuals, families and business . . . always putting the client first, many of these relationships have lasted generations. For more about services and contact information, please visit us at www.danielstansey.com.