The full picture.
Each part of your financial life influences the others. We bring these connections into focus.
Thoughtful guidance. A personal perspective.
Helping families navigate the complexity of their financial lives, with care for the whole picture.
ROOTED IN UNDERSTANDING. FOCUSED ON YOUR FAMILY.OUR STORYA family’s wealth.
A family’s wealth.
A lifetime of decisions.
Founded and led by Sam Liang, CPA/PFS, Tayten Private Wealth is a Massachusetts-based wealth management and advisory firm dedicated to helping families navigate the complexities of their financial lives.
Our comprehensive approach is grounded in tax efficiency. We bring together tax planning, education planning, retirement planning, elder planning, estate, gift and wealth transfer planning, investment planning, risk management and insurance planning, charitable planning, and cash flow planning within a cohesive financial strategy.
Our commitment is to provide thoughtful guidance and personalized support at every stage of life—helping families make informed decisions, preserve their wealth, and build a lasting legacy.
FOUNDED & LED BY
Sam LiangCPA / PFS
A tax-informed perspective. A personal commitment to helping families connect today’s decisions with tomorrow’s priorities.
Start a conversation Newton, Massachusetts
Meetings by appointment
Meetings by appointment
Your priorities.
Financial choices are personal. Your goals, circumstances, and family needs guide the planning.
A long view.
We consider both the decisions in front of you and the life you want to prepare for.