A Fiduciary You Can Trust
We are legally required to act in your best interest — loyal to you. The firm has the professional licensing and tax knowledge to help you stay compliant.
The Future of Wealth Management is Here
For Clients Who Value Our Concierge Approach
We selectively accept new clients so we can provide the availability and dedication a concierge approach requires.
Asset Minimum
Clients must have at least $1M in liquid investable assets.
Liquid investable assets include cash, cash equivalents, and readily marketable investments, including investments held in retirement accounts. They exclude real estate, personal property, private-business interests, collectibles, and other illiquid holdings.
Choose What Matters to You
You may choose any of these TPW services separately, based on your needs.
- Asset Management
- At least $1M Assets must be under TPW management.
- Financial Planning
- Assets do not need to be placed under TPW management.
- Tax Services
- Assets do not need to be placed under TPW management.
Gurkan Tapa
Founder & Wealth Manager & Investment Futurist
Gurkan Tapa is the CEO of a registered investment adviser and commodity trading advisor firm, and a federally licensed tax practitioner known as an enrolled agent. He serves as a fiduciary, which means he has a legal duty to put your interests first.
He specializes in personalized financial planning and tax-aware, cross-asset portfolio design. His experience across both investment advisory and commodity trading allows him to work across a broad range of investments. Gurkan may advise on and manage client accounts invested in equities, ETFs, mutual funds, fixed income, real estate investments, and futures and options tied to crypto assets, commodities such as gold and oil, U.S. Treasuries, currencies, interest rates, and market volatility.
Gurkan provides future-ready wealth management tailored to each client's goals.
Tapa Private Wealth Introduces Elite Consulting LA
Specializing in payroll, bookkeeping, controller services, business formation, and regulatory compliance. Trusted by small to medium-sized companies across various industries nationwide.
