Tax Advisory

In the management of our client’s portfolios, we maintain a sensitivity and awareness of potential tax ramifications involved with making changes to your investments. When market downturns occur we attempt to capture tax losses for our clients which can benefit them by offsetting capital gains or ordinary income.

For our clients who are in withdrawal mode, we can advise on the most tax-effective way to do so. This includes planning and advisory on nonretirement (taxable) account distributions, distributions out of IRAs, annuities, and employer retirement plans.

We are happy to work with your tax preparer to integrate your investment and tax strategies.