Tax Management

When was the last time you financial advisor asked to review your tax return?
Does it not make sense to know the tax implications of an investment decision before that transaction takes place?
At Wealth House, we believe that that the full integration of tax and wealth management is essential in developing an effective financial program for our clients.  We pride ourselves in taking a proactive approach to your personal tax situation.  From basic tax preparation through advanced planning for high net worth individuals and business owners, Wealth House will design, implement, and monitor your personalized tax management program.
A few examples of how the coordination of tax and wealth management produce positive results for our clients:
  • Defined Benefit plan for 1099 income
  • Reduce dividend income to lower tax bracket
  • Cash Balance plan for business owners