Taxes are not an afterthought—they are central to how we advise. Every planning and investment decision is evaluated through a tax lens, with the goal of reducing unnecessary tax drag over time and improving after-tax outcomes.
Our tax-focused approach includes:
1. Tax-efficient investing and portfolio construction
2. Direct indexing strategies, where appropriate
3. Charitable planning and donor-advised funds
4. Ongoing tax-loss harvesting and asset-location strategies
5. Coordination with CPAs and estate planning attorneys
We focus on managing taxes year after year because reducing taxes can be just as meaningful as investment performance over the long term.
