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Tax & Estate Planning

Tax and Estate Planning

Tax and Estate Planning is an important and ever-evolving component of your financial plan. We collaborate and coordinate with your professionals to keep your plan up-to-date as the tax code and laws change.*

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Tax-Efficient Investing

We focus on efficient implementation, low-turnover investment strategies, along with asset location and tax-loss harvesting strategies.

Charitable Giving

We advise on strategies that may assist your favorite charities while reducing your tax burden and meeting your philanthropic goals.

Legacy Planning

We help you plan for an efficient transfer of wealth to loved ones.

Coordination with Other Professionals

We work alongside your accountant, estate planning attorney, and insurance professionals.

*ACCRETIVE WEALTH PARTNERS AND ITS REPRESENTATIVES DO NOT PROVIDE LEGAL OR TAX ADVICE, AND ACCRETIVE WEALTH PARTNERS DOES NOT ACT AS A LAW, ACCOUNTING, OR A TAX FIRM. SERVICES PROVIDED BY ACCRETIVE WEALTH PARTNERS ADVISORS ARE NOT INTENDED TO REPLACE ANY TAX, LEGAL, OR ACCOUNTING ADVICE FROM A TAX/LEGAL/ACCOUNTING PROFESSIONAL.

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Get in touch

Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Get in touch with us today to learn more.