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Tandem Capital Asset Management

Tandem Capital Asset Management is a company.

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About

Tandem Capital Management, Inc. builds comprehensive, fee-only wealth planning and investment management solutions. The firm delivers personalized financial strategies, including portfolio development and ongoing guidance, leveraging a disciplined and rational approach to capital allocation. The framework emphasizes independent advice, free from product sales commissions, aligning client interests.

The firm was founded in 1991 by Kent G. Sheng, CFA®, with Lauren L. Wong, CFA®, CPWA®, instrumental in its development. Sheng brought extensive experience in investment recommendations from Dean Witter. Their founding vision centered on providing objective, client-centric financial counsel that prioritized long-term wealth building through ethical and transparent practices.

Tandem Capital Management serves a diverse clientele, including entrepreneurs, executives, professionals, multigenerational families, and 401(k) plan sponsors. The company's mission is to empower clients to achieve financial security and peace of mind by acting as a trusted, objective wealth management partner. Tandem strives to help individuals and families navigate complex financial landscapes.

Financial History

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Leadership Team

Key people at Tandem Capital Asset Management.