Houston, Texas · Independent RIA

Your Wealth.
Purposefully
Managed.

Herbig Wealth Management delivers institutional-grade financial planning and investment management for individuals, families, businesses, and nonprofits — built around your life, not a model portfolio.

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About Tait Herbig

Advice driven by experience, not commission.

After graduating from Texas Tech University with a degree in Finance, Tait built his expertise at Equitable Advisors and Capitalwise before founding Herbig Wealth Management in 2026. His approach is rooted in a simple belief passed down by his family: understand the business, understand the market, and always put the client first.

Based in Houston, Tait works with clients across the full spectrum of wealth management — from retirement plan optimization to direct indexing and tax-loss harvesting strategies. He brings the same precision and care to your portfolio that he brings to everything he does.

Tait Herbig
Founder & Financial Consultant
Fredericksburg native. Texas Tech alum. Houston-based advisor dedicated to helping individuals, families, businesses, and nonprofits build lasting financial confidence.
CFP® (In Progress) CAP® (In Progress) CPFA® (In Progress) Series 65 BBA Finance · Texas Tech
Core Solutions

Every aspect of your financial life, unified.

01
Financial Planning
Comprehensive plans that align your income, goals, and timeline into a clear, actionable roadmap.
02
Investment Management
Disciplined portfolio construction built on direct indexing, tax efficiency, and long-term performance.
03
Tax Strategy
Proactive tax-loss harvesting, Roth conversion modeling, and year-round optimization strategies.
04
Retirement Planning
401(k) plan analysis, IRA strategy, and income distribution planning for the life you've built.
05
Benefits & Compensation
Employer benefit optimization, equity compensation planning, and deferred compensation strategy.
06
Insurance & Risk
Objective risk analysis and coverage recommendations designed to protect what matters most.
07
Estate Planning
Wealth transfer strategy, trust coordination, and legacy planning in partnership with your legal team.
08
Business & Nonprofit
Retirement plan design, fiduciary oversight, and financial wellness solutions for organizations.
Who We Serve

Built for people at every stage of wealth.

"Good financial advice isn't transactional — it's relational. I want to be the advisor my clients call first."

Herbig Wealth Management takes a genuinely personal approach to every client relationship. Whether you're navigating a liquidity event, optimizing a concentrated equity position, or planning for retirement decades away, you'll work directly with Tait — not a junior associate or call center.

Our Process

A clear path from where you are
to where you want to be.

01
Discovery
We start with a deep-dive conversation — your goals, concerns, current financial picture, and what success looks like to you.
02
Analysis
We evaluate your full balance sheet: investments, tax exposure, insurance, benefits, estate documents, and retirement projections.
03
Strategy
A customized, integrated plan is built — covering every financial dimension with clear priorities, timelines, and tradeoffs.
04
Ongoing Partnership
We stay actively engaged. Markets shift, life changes — your plan evolves with you through regular check-ins and proactive guidance.
Insights

Perspective on markets & money.

View All
Market Commentary
Staying Disciplined When Headlines Drive Fear
Volatility is the price of participation. When geopolitical events and macro uncertainty dominate the news cycle, how you behave as an investor matters far more than what the market does next.
April 2026 · 6 min read
Tax Planning
The Real Value of Tax-Loss Harvesting in a Direct Index
Direct indexing unlocks harvesting opportunities at the individual security level — and the tax alpha compounds over time in ways a standard ETF can't match.
March 2026 · 5 min read
Retirement
Roth vs. Pretax: The Decision That Shapes Your Retirement
Most people default to pretax contributions. The right answer depends on your current bracket, future income expectations, and the tax environment ahead.
February 2026 · 4 min read
Ready to Start?

Let's build your financial plan together.

Whether you're just getting started or looking to optimize a complex financial picture, the first step is a straightforward conversation.

Schedule a Consultation
Advisor
Tait Herbig
Location
Houston, Texas
Phone
(830) 992-9418
Email
tait.herbig@herbigwealthmanagement.com
Firm Type
Independent RIA · Fee-Only