Sean Wieland

Founding Principal at Tannhäuser Financial

As Founding Principal of Tannhäuser Financial, Sean believes a boutique wealth management firm can best serve the needs of clients who understand the value of discretion, tax planning, and asset protection for those individuals who have chosen to take responsibility for their destiny in becoming business owners and prudent capital investors. The intersection of finance, law, and taxation is vast and complex, and successful businessmen are already devoted to the specialized operations and strategic planning of their own enterprise. Understanding and anticipating the unique needs of our clients to grow and protect their capital, and consequently the income and legacy it provides their families, is our paramount concern. In his 8 years in the industry, Sean’s comprehensive focus and expertise has provided clients with the stability and protections enabling them to see their endeavors and dreams flourish.

Sean’s diligence and trusted network of complementary professionals in law and accounting allow him to provide a broad scope and depth of knowledge in the individual and family areas of estate planning, asset protection, wealth distribution, and risk management, as well as the business areas of succession planning, tax strategies, international relations, and insurance analysis.

Sean’s licenses include the following: Series 6, 63, and 65; Life; Accident and Health. He holds the designations of Life Underwriters Training Council Fellow  (LUTCF) and Life Insurance and Annuities Certified Professional  (LACP). He is an active member of the National Association of Insurance and Financial Advisors  (NAIFA), the Society of Financial Service Professionals, the Montgomery County Estate Planning Council  (MCEPC), and the American Cancer Society National Professional Advisor Network  (NPAN).