Taxes can have a significant impact on your wealth and estate. We engage in collaborative thinking across investment strategy and tax planning. We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. In addition, we will work closely with our wealth and estate planning specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax while maximizing cash flow.
We work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. This framework includes estate tax strategies to optimize your wealth transfer.
We assist in developing advanced planning strategies to protect your wealth through risk mitigation, legal structures or by transferring risk to insurance companies.
We have access to the full range of insurance solutions from all the major carriers.* Our consultative process enables us to customize appropriate solutions to your specific needs and goals.
We can provide you with guidance to implement planned giving strategies, from donation of shares to creating a foundation. And we will work closely with the individuals and institutions involved in creating your family legacy.
As a business owner, I am very busy and rarely have time to look at investing. Quinn helped me develop a flexible strategy where I can save for retirement while I continue to work on growing my business. I know that Quinn will work in my best interest and appreciate that he understands the challenges and inconsistency of running a business. I would recommend him to anyone looking for a reliable, trustworthy advisor to help with their financial needs.
— J. Nott
Thank you for connecting. I look forward to meeting you and seeing how we can help.
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Quinn Waddington, CFA