Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Tarantino Wealth Management

Market Director
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
James was named as the Branch Manager for the UBS office in St. Petersburg Florida in 2011. During his time there the branch grew from $7,00,000 in yearly revenue to over $25,000,000 annually. This was accomplished by current advisors growing their practices organically as well as James recruiting the best advisors in the city to bring their business and clients to UBS. James believes in fostering a family atmosphere and culture of respect for all employees no matter their role in the organization. He still believes that local leadership matters and we can accomplish more together than we can alone. He was named to UBS's prestigious Leadership Council in 2012, 2013, 2014, 2015 and 2019. He also was asked to lead the Branch Manager Advisory Council for the Southeast Division while in Florida and then was asked to start the same up for the Western Division after moving back home to Carmel.

James and Wife Diane live in Pebble Beach with their four children Lily, Andrew Aiden and Ella.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- Senior Portfolio Manager
200 Clocktower Place
Suite 150
Carmel, CA 93923

james.tarantino@ubs.com

Tarantino Wealth Management

200 Clocktower Place,Carmel,CA,93923

Tarantino Wealth Management

Market Director
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
James was named as the Branch Manager for the UBS office in St. Petersburg Florida in 2011. During his time there the branch grew from $7,00,000 in yearly revenue to over $25,000,000 annually. This was accomplished by current advisors growing their practices organically as well as James recruiting the best advisors in the city to bring their business and clients to UBS. James believes in fostering a family atmosphere and culture of respect for all employees no matter their role in the organization. He still believes that local leadership matters and we can accomplish more together than we can alone. He was named to UBS's prestigious Leadership Council in 2012, 2013, 2014, 2015 and 2019. He also was asked to lead the Branch Manager Advisory Council for the Southeast Division while in Florida and then was asked to start the same up for the Western Division after moving back home to Carmel.

James and Wife Diane live in Pebble Beach with their four children Lily, Andrew Aiden and Ella.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
- Senior Portfolio Manager
200 Clocktower Place
Suite 150
Carmel, CA 93923

james.tarantino@ubs.com

Tarantino Wealth Management

200 Clocktower Place,Carmel,CA,93923

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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UBS Group invested assets
As of 03/31/2024

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Lasting relationships

Pursuing your goals together

Tarantino Wealth Management

Tarantino Wealth Management

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