Broker Check

Tax Minimization


It’s not necessarily about how much you earn. It’s about what you keep.  We believe that you can be a better steward of your money than Uncle Sam, and where appropriate, our financial planning and investment recommendations take tax minimization into account.

One of the greatest investors of all time, Sir John Templeton, said, “For all long-term investors, there is only one objective, maximize after tax returns.” Most of the clients we serve wholeheartedly agree.

We’ll coordinate with your tax advisor to devise and implement tax minimization strategies to maximize your portfolio’s after-tax performance. We have extensive expertise with tax efficient investments like qualified dividend yielding equities and municipal bonds, and other sophisticated tax minimization strategies like:

  • Tax loss harvesting
  • Retirement strategies including Roth IRAs
  • Wealth transfer and gifting
  • Succession and charitable trust planning
  • Deferred compensation and executive stock option planning
  • Limited Partnerships, REITs, and MLP’s