Tax Planning

Managing your tax exposure is one of the most immediate and effective methods of making your money work for you. Tax planning is an important part of your wealth management strategy. We always have your tax situation in mind when evaluating your investment allocation.

One of the ways in which we seek to lessen our clients' tax burden is through tax loss harvesting. For example, assuming a client agrees with this approach and that the approach is suitable for a client, when an investment goes down in price, we will sell the holding and realize, or “harvest,” the capital loss. This loss should help offset potential gains and income made through other investments throughout the year. 

Ready to get started? Contact a Client Advisor