Genex Consulting

Panoptic Wealth Advocates, formerly known as TAP Consulting, LLC, is a financial advisory firm based in Kirkwood, Missouri. The firm was established in 2007 and is owned by Michael J. Sluhan, CFP®, Brian A. Redders, and Chad M. Hemphill. Panoptic Wealth Advocates specializes in providing a wide array of investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. The firm's investment philosophy focuses on creating customized allocations for clients based on their specific needs, investment objectives, risk tolerance, and time horizons. Panoptic Wealth Advocates uses a combination of fundamental and technical analysis to formulate investment advice and manage client assets. The firm offers services such as asset management, financial planning, and financial independence planning. Panoptic Wealth Advocates charges a maximum annual fee of 1.50% for asset management services, which are billed quarterly in advance based on all assets under management. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients are encouraged to review their financial plans and investment objectives with their advisor on an annual basis. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Panoptic Wealth Advocates prioritizes acting in the best interests of clients and maintaining transparency in its business practices.