Smart financial plans take taxes into consideration. You may have investments in tax-free, tax-deferred, and/or taxable accounts. Coordinating investments and distributions, harvesting losses as appropriate, approaching asset allocation from a household perspective—these strategies can all impact taxes.
We work with clients and their accountants to structure and manage portfolios in a tax-effective manner. Our holistic approach to wealth management enables us to find opportunities, avoiding pitfalls that might otherwise result in more taxes than necessary.