At Anderssen Wealth Management, tax planning is woven into every decision we make together, from investment selection to retirement withdrawals to estate strategies. While markets can be unpredictable, smart tax planning is designed to create consistent, tangible value over time.
Why it Matters
When most people think about Wealth Management, they focus on investments and market performance. While returns are important, we believe what truly matters is how much you keep after taxes. That is where tax planning becomes a key part of the value we provide. Most people receive tax preparation. We take it further by helping clients make smarter choices today that help to reduce tax burden and preserve more wealth for the future.
Our Dedicated Tax Specialist
With Bob Oakley, CPA, on our team, clients gain direct access to specialized tax knowledge that helps ensure strategies are both comprehensive and coordinated.
The benefits of proactive tax planning include:
- Potential higher after-tax returns: Portfolios positioned to work as efficiently as possible
- Smarter retirement income: Planning where your income comes from matters
- Intergenerational wealth transfer: Minimize tax on assets you pass down
- Flexibility and control: Manage the timing of income, gains, and deductions
Our Tax Planning Approach
- In-depth tax analysis as part of your initial wealth plan
- Annual review of your tax returns to keep your plan up to date
- Seasonal reviews to identify tax-saving opportunities
- Ongoing proactive planning to uncover new ways to improve your tax situation
What We Do
- Provide clear annual tax reports for your investment holdings
- Review your tax return each year to help identify potential savings
- Work directly with your tax professional to uncover and implement strategies
- Stay current on tax law changes that may affect you
- Offer advice on the optimal timing and amounts for registered plan contributions or withdrawals