Lasting relationships. For all that matters

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Tarantino Wealth Management

Managing Director–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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 Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
200 Clocktower Place
Suite 150
Carmel, CA 93923

james.tarantino@ubs.com

Tarantino Wealth Management

200 Clocktower Place,Carmel,CA,93923

Tarantino Wealth Management

Managing Director–Wealth Management

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- 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 Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
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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A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Tarantino Wealth Management