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TAMMA Capital

Tax Preparer
Commerce Township United States of America

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Contact Details

Company Name
TAMMA Capital
6054 Strawberry Cir
Commerce Township, 48382

Professional Background

Year Established
Certified Financial Planner CFP®,
Chartered Financial Consultant ChFC®
MBA, The University of Findlay
BA, Adrian College

About TAMMA Capital

Paul Fenner, CFP®, ChFC®, MBA is the President and Founder of TAMMA Capital, LLC, a wealth management firm located in Commerce Township, outside of Detroit, Michigan. He has over 20 years of financial planning and investment management experience and equal years of experience in business accounting, finance, and operations. His expertise sits right in the center of what families need to help them identify a comprehensive wealth management plan.

Being an effective and accountable partner for clients means that we help clients to prioritize what can sometimes be an overwhelming list of financial planning recommendations. With a clear agenda that includes tracking what was supposed to be done, we help to ensure nothing slips through the cracks. We are prepared to do the financial planning interactively and work collaboratively in real time with clients, not just assemble a financial plan behind the scenes and then leave clients on their own to figure out the next steps.

Our value proposition for you, the client:

  • Customized Portfolios. We build customized portfolios composed of individual stocks, bonds, and ETFs utilizing our own proprietary research process which includes security selection, portfolio rebalancing, and targeting the proper asset allocation. There is a hard focus on removing or reducing costs and fees which can help boost portfolio performance.
  • Independent Structure. Our independent structure allows us to manage all your investable assets such as IRAs, 529 Plans, Taxable Brokerage Accounts, and Employer Sponsored Retirement Plans (401(k), 403(b), 457 Plans, etc.). It also allows us to build the most effective asset allocation strategy allowing all of your assets to work together for your benefit.
  • Centralized Account Management. Access to your own unique client web portal with a single login. This allows clients to see all investable asset accounts in one location including access to reports, communications, and key documents. 
  • Behavioral Coaching. We help manage expectations and behaviors by keeping clients from acting on their worst instincts. Reminding clients about what matters most to them is another powerful means, along with timely and consistent communication, that lets clients know that they have a financial partner. 
  • Integrated Portfolio Management with Wealth Management Planning. We work to develop disciplined and consistent savings plans that utilize the most tax efficient vehicles for your plan and portfolios. Reviewing previous year’s tax returns is a tool that we employ which can greatly aid in your plan development. Access to our network of professionals such as legal, real estate, and accounting experts can further streamline management and planning processes.
  • Professional Network. Our clients need attorneys, tax, insurance, real estate, and banking professionals. Given our fiduciary standing, TAMMA is never compromised and never receives a referral fee. We simply do what is in the best interest of our clients.

Services For Individuals, Families, and Businesses

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • Net Worth Analysis
  • Debt Management
  • Cash Flow Management
  • Tax Preparation and Planning
  • Annual Review

TAMMA Capital Specialties