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TAX EFFICIENCY PLANNING

We strategize with you and your CPA, helping you avoid unnecessary fees and taxes that erode your wealth. See how we can partner with you and your team.


THE IMPACT OF TAXES

Taxes matter. We have seen how creating tax efficiency can increase the net yield of our clients’ portfolios and guard the wealth they have accumulated.

WE JOIN FORCES WITH YOUR TEAM

At Strategic Wealth Advisors Group, we believe in teamwork. That is why we join forces with your CPA and attorneys to intelligently plan taxes, asset protection, and investments. Having worked with many CPA's we believe it makes collabration easy when working with yours. 

PROTECT YOUR WEALTH FOR YOU AND YOUR HEIRS

Maximizing the transfer of your wealth and ensuring your wishes are accomplished is an extremely important part of the equation to multi- generational and charitable wealth planning.

IT'S WHAT YOU KEEP, NOT WHAT YOU EARN

We employ unique, valuable tax efficiency planning methods which can legally and conservatively reduce tax drag on the growth of your investments.

COLLABORATION WITH YOUR TEAM

We understand how much you value your CPA and attorney, and we work will strive to assemble a united front against wealth erosion.

MAXIMIZED EFFICIENCY

How can we make your investments as tax-efficient as possible? That’s the question we have front-of-mind as we review—and protect—your investments. Always keeping you the client first in mind.

IN-DEPTH ANALYSIS

You can trust that we will strive to leave no stone unturned. We thoroughly consider your options to safeguard your wealth.