Tax Planning

Tax planning is is critical so that we can maximize the wealth that you get to keep after paying taxes. We are skilled at designing portfolios which can minimize tax drag by leveraging the unique tax features offered by taxable, tax-deferred and tax-free accounts. Additionally, we use strategies that are targeted at minimizing AMT, maximizing deductions and lowering your marginal taxable bracket. We keep up with the changing tax laws and proactively educate you on various tax mitigation opportunities. This holistic, tax-inclusive approach to wealth management will not only help lower your tax liability but also make your wealth last longer.