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Concierge Wealth Management
to Bring Your Intentions to Life

When values, family dynamics, taxes, and investments pull in different directions, we create one coordinated path that makes your intentions come to life. The result is clear vision, measured action, and a legacy that works the way you expect.

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The TAVO Story: Purpose in Practice

We operate with a “do the right thing always” mentality, believing that when you give the world your best, the best returns to you. Our goal is to help families and purpose-driven individuals turn assets into sustained impact, reduce friction across transitions, and ensure intentions become lasting outcomes.

Our Pillars of Service:
Sophistication, Coordination, and Security

The Integrated Model

The Integrated Model

We act as your advocate across all professional conversations—coordinating with your attorneys, accountants, and trustees so you don't have to.

Concierge Wealth Management

Concierge Wealth Management

Much like concierge medicine, we offer high-touch, frequent access to your team for every financial need, from complex estate design to daily cash flow questions.

Professional Sophistication

Professional Sophistication

By integrating legal and tax perspectives directly into our wealth management approach, we solve deep challenges and explain the solutions in plain, actionable language.

Institutional-Grade Security

Institutional-Grade Security

Your assets are protected by a best-in-class $14-trillion custodial platform, offering transparency and reporting sophistication.

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Meet Your Professional Advocates

Our team combines over 100 years of collective experience to serve as your trusted financial guide. With a background deeply rooted in serving complex institutions and the academic community, we understand the unique complexities of wealth.

David Ahlquist

David Ahlquist, Certified Financial Planner®

Partner | Wealth Advisor

John T. O’Shea

John T. O’Shea, J.D.

Partner | Director of Wealth Strategies

Nicholas Troiano

Nicholas Troiano, J.D.

Partner | Wealth Advisor

Steve VanNostrand

Steve VanNostrand, Certified Financial Planner®

Partner | Wealth Advisor

Vincent Arnold III

Vincent Arnold III, CFP®

Associate Wealth Advisor

Christine Blakely

Christine Blakely

Senior Client Support Specialist

Curious What a Coordinated Plan Would Look Like for You?

Start with a brief call. We’ll listen to your priorities, flag immediate gaps, and outline how we
can protect your family and your purpose.

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