Tax Strategy

Proactive tax management creates substantial value that is not reflected in a portfolio’s return.

We build customized portfolios optimized for tax efficiency, opportunistic tax-loss harvesting, capital gain distribution avoidance, highly appreciated asset management, RMD management, and charitable gifting.

Our goal is to minimize your tax bill and maximize the impact potential of your wealth.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.