Tax Planning

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Since our firm is partially owned by an accounting firm, building an integrated tax and investment plan is important to us. Tax planning is a significant factor in overall investment performance, as taxes and fees meaningfully affect total portfolio return.

We work closely with our accountants or an outside accountant with whom a client has an existing relationship. Throughout the year, we continuously review your portfolio to consider

  • the effects of dividends
  • capital gains/losses – realized or unrealized
  • placement of investments – whether in taxable or tax-deferred/free accounts
  • the relationship your investing with us has on investments held by you personally.

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More