Tax planning is integral to helping maximize and manage your wealth. Tax considerations shouldn't be reactive; you need a tax-savvy partner who can help you understand the tax implications of the financial decisions you make so you can keep more of the money you work hard to earn.
Understand the tax impact of your financial moves. Talk to a planner — for free.
We'll help you navigate the tax implications of everyday choices and major life decisions — and connect the dots to your overall financial plan.
1.24m clients
94% client
satisfaction1
$326b assets under management
1. The 2025 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis from January 1 – June 10, 2025 and was conducted by Qualtrics, a third-party research company on a rolling basis from June 10-December 31, 2025. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 54,000 clients) of which over 8,300 responded (15%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. Averaging both surveys, on a scale of 1-5, 93.9% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5).
1.24 million clients as of December 31, 2025. Number of clients are inclusive of workplace and wealth planning clients.
326 billion in client assets managed as of December 31, 2025.
Stay ahead of changing tax laws.
Understanding the new rules can help you make a budget, plan ahead and avoid surprises.
- Personalized insights – Learn how recent tax can affect your situation.
- Actionable strategies – See what moves you can make now to help reduce your bill in the future.
- Confidence in your plan – Our portfolios are designed to be tax-efficient from the start.
This is big picture planning.
When we say “big picture” we mean it. Tax planning is part of a comprehensive wealth planning strategy that lets you focus on living while your money has a chance to grow.
Certain services provided on an educational and guidance basis only.
Questions we get asked a lot.
Tax planning should happen every year and every time there is a major financial or life decision. Don't just consider what you want to plan for in the next year, but also many years into the future. Awareness of annual tax filing deadlines and requirements imposed by the IRS is only one small component of the tax planning equation. Our tax laws are also more complex than ever. Forward-looking tax planning should account for both our evolving tax laws and changes to your financial situation.
By working with your financial advisor and your tax professional, you can better understand how the choices you make today may impact your future wealth. With your goals and overall life intentions in mind, we'll work with you to understand your complete financial picture. Then we can better assess potential tax benefits and identify opportunities for tax optimization.
Potentially, just like when markets are pulling back and there may be opportunities to harvest losses – the other end of the spectrum also exists where capital gains may be offset in the same year by losses in other investments.
We offer forward-looking tax planning services including tax-efficient strategies that can help you preserve and elevate your wealth. Tax planning sits alongside your overall financial planning and helps to maximize the efficiency of your investments as well as the financial decisions you make over your lifetime.
Your financial advisor can bring in our experts from the tax planning team to collaborate on your tax planning as a part of our integrated wealth management approach. We work as an orchestrated team to help ensure you are matched with resources for your needs.
We don’t offer tax preparation or compliance at this time. We provide forward-looking tax planning to help you stay informed about the potential tax impacts of your decisions so you can work to preserve and elevate your wealth. We can work collaboratively with your tax preparer to help ensure there is a comprehensive review of your overall long-term planning.
Do you know the tax impact of your financial decisions?
Get an honest opinion on your tax strategy. Answer a few questions to set up a complimentary meeting with our team.