Roots
Fredericksburg, Texas
Tait grew up in the Texas Hill Country, where his family instilled a love of hard work, community, and the fundamentals of business and investing. His father and grandparents introduced him to the stock market early — a passion that never left.
2023
Texas Tech University
Graduated with a Bachelor of Business Administration in Finance from the Rawls College of Business. Built a foundation in financial markets, corporate finance, and investment theory.
2023–2024
Equitable Advisors
Gained early experience in client-facing financial advisory, learning the full lifecycle of a client relationship — from discovery through implementation and ongoing service.
2024–2025
Capitalwise
Deepened expertise in portfolio management, direct indexing strategies, and retirement plan prospecting at a Houston-based RIA. Developed specialized knowledge in tax-loss harvesting, 401(k) plan analysis, and high-net-worth client service.
2026
Herbig Wealth Management — Founded
Founded Herbig Wealth Management to combine institutional-quality investment management with genuinely personal financial planning — serving individuals, families, businesses, and nonprofits across Houston and beyond.
The Herbig Wealth Management Story
Advice built on relationships, not transactions.
Tait started Herbig Wealth Management with a straightforward premise: most people deserve better financial advice than they're getting. Too often, advisory relationships are product-driven, reactive, and impersonal. Tait set out to build something different.
At Herbig Wealth Management, every client works directly with Tait — not a junior associate or a call center. Every plan is built from scratch around your specific situation, goals, and values. And every recommendation is made with your best interest as the only consideration.
This approach is made possible by operating as a fee-only, independent registered investment adviser. There are no commissions, no product quotas, and no conflicts of interest. Just clear-eyed, comprehensive advice.
Tait's passion for the stock market started around the kitchen table in Fredericksburg. Today, that passion drives a rigorous, research-based investment process — one that has helped clients navigate complex tax situations, concentrated positions, retirement transitions, and major life events.