Meet Your Advisor
Gurkan Tapa
Founder, Wealth Advisor
Gurkan Tapa is a federally licensed Enrolled Agent and Wealth Advisor helping clients grow and preserve their wealth through personalized financial planning, tax strategy, and investment management. Specializing in modern tax strategies and innovative portfolio design, Gurkan provides a holistic advisory approach tailored to each client’s goals.
There is an ocean of wealth management firms out there. Losing you would be like being pulled by its tide.
We're Tapa Private Wealth
A Fiduciary You Can Trust
We are legally required to act in your best interest—loyal to you, transparent about any conflicts, and clear in every interaction without technical jargon.
The Usual Three, Under One Roof
Your investments, financial planning, and tax filing can be handled in one place. This saves you time, stress, and costs.
Tailored to Your Needs
Intuitive. Genuine care. Collaborative. We anticipate your needs and deliver personalized solutions.
Future-Led. Human-Centered.
We pursue tomorrow’s engines of value—nowadays, those are AI, crypto assets, quantum computing, and critical minerals. We turn these emerging shifts into opportunistic strategies designed to capture growth responsibly.
We adapt to the evolving financial goals of Millennials and Gen Z, where digital life meets innovative finance.
Whether You Need One, Two, or All Three Financial Services
Investment Management
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Personalized portfolios aligned with your risk tolerance, time horizon, and liquidity needs
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Global multi-class asset allocation designed to minimize worst-case market risks
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Risk is measured by the market — not underestimated by our bias
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Integration of your sector, geography and ethical preferences
Financial Consulting and Planning
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Investment Consulting
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Business Consulting
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Strategic Tax Planning
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Budgeting and Cash Flow Analysis
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Retirement Planning
Tax Preparation and Filing
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Our tax specialist, a Federally Licensed Enrolled Agent, stays current with evolving tax laws, including cryptocurrency taxation.
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Personal Tax Returns
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Partnership, S-Corporation, C-Corporation, LLC Tax Returns