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A successful investment portfolio is often the output of a thorough wealth management plan. At the same time, working closely with our clients’ accountants and estate attorneys to ensure the integration of all of their financial affairs such as Tax-Management. Often, the greatest barrier to altering an investment portfolio is the potential tax cost. See the Benefits of a Tax-Efficient Distribution Strategy.

With proper evaluation of all portfolio changes on an after-tax basis gives us the technical ability to re-engineer existing portfolios to better reflect an indexed-approach, without realizing all of the embedded, taxable gains. The minimization of tax costs is an essential component of a successful investment plan. Remember, it’s not what you make, it’s what you keep.