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ǿ޴ý Wealth Management®

Are You Ready for a New Perspective on Wealth Management?

ǿ޴ý was founded 40 years ago on the belief that implementing a holistic, tax-smart approach to your wealth can yield healthier financial and investment decisions. You deserve wealth management with a multi-faceted approach. By using tax information to inform investment decisions, your ǿ޴ý Financial Professional can find opportunities and vulnerabilities that can help maximize your financial potential. You worked hard for your money; we want to make it work hard for you.

That’s why, together, we’ll explore several of the following areas and how they shape your financial future:

  • Tax Loss Harvesting
  • Cash Flow & Debt Management
  • Distribution & Retirement Planning
  • Education Planning
  • Legacy Planning
  • Investment Planning
  • Family Risk Management
  • Business Planning & more

To download our Tax-Smart Investing Brochure, click here.

Founded by a CPA in 1983, ǿ޴ý is a pioneer of the concept of tax-smart investing and planning. We support an independent network of both tax and non-tax professionals who provide comprehensive financial services to people like you. Our trusted network of 3,000 independent advisors nationwide, operating with over $92 billion in total client assets*, are waiting to help you reach your financial goals.

Not quite sure what you are looking for? Contact us to learn more about your Financial Planning and/or Retirement Planning options with ǿ޴ý.

*As of December 31, 2023.