Comprehensive wealth management requires a thoughtful approach to your investment portfolio. The design, construction, and movements in your portfolio can have tax consequences—or opportunities. So, it’s important to build investment strategies that are intentionally tax-smart from the start and to work with a financial professional who can identify tax-saving methods as they arise.
At Vento Tax & Wealth Management Group, we’ll help you manage the risks investors often face by ensuring your portfolio is:
We’ll deploy tax-smart strategies like tax-loss harvesting to minimize taxes from capital gains, and we remain up to date on tax law changes that could impact investments related to retirement contributions and withdrawals, legacy planning situations, and more.
Let’s start designing a tax-smart approach to your financial independence.