At MWM, we believe that your money should be working for you. Along with wealth management and group retirement plans, we offer guidance for smart tax strategies.
Tax planning strategies cannot wait until April 15 of each year. They require year-round attention. Investing without understanding tax strategies can cost you money that could otherwise be used to strengthen your portfolio. Our goal is to maximize your after-tax returns with an acceptable level of risk.
As with our wealth management process, we begin building your tax strategies with a detailed interview. We combine this information with analyses of your unique tax situation and business, if applicable, along with your financial goals in order to ensure that your strategy fits your needs now and in the future.
The market will change, and your circumstances may change, too. Taking a “set it and forget it” attitude is not an option. The most successful tax strategy plans must be flexible. We will regularly review—typically at least once per quarter—and revise your tax and investment plans as necessary.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Summit Brokerage Services, Inc., Cetera Investment Advisers, LLC ., nor any of its representatives may give legal or tax advice.