Female client listening to her advisor’s recommendations

Investment Tax Management

As you navigate the different phases of your life it is important to understand how taxes affect your financial situation at every stage.

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Our Approach

We help you carefully consider the tax consequences of your account mix and investment decisions in an effort to minimize your tax burden.

We will consider each of the following:

Wealth Planning

  1. Gifting
  2. Charitable giving
  3. Business strategies
  4. Estate strategies

Investment Management

  1. Tax loss harvesting
  2. Proper asset allocation
  3. Low portfolio turnover
  4. Appropriate withdrawal strategies
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