Advanced Tax Planning

Strategy First. Products Second.

Proactive tax reduction strategies designed for high-net-worth individuals and business owners — potentially saving hundreds of thousands over a lifetime.

Get a Tax Strategy Review

Bryan D. Myers — President, Strategic Asset Management

40+ Years Experience

The Problem

Most advisors ignore tax planning. We don't.

The traditional wealth management industry focuses almost entirely on investment returns. But for high-net-worth families and business owners, tax efficiency can be worth far more than an extra percentage point of return.

Our approach is fundamentally different: strategy first, products second. We design comprehensive tax reduction strategies before recommending any specific financial products or investment vehicles.

The result? Our clients have access to strategies that can potentially save hundreds of thousands of dollars in taxes over their lifetime.

Our Strategies

Advanced Tax Reduction Strategies

We leverage every legal tool available to minimize your lifetime tax burden.

Strategy 01

Roth Conversion Planning

Strategic, timed conversions to maximize tax-free growth and minimize lifetime tax liability.

Strategy 02

Income Distribution Planning

Optimizing which accounts you draw from and when — reducing your effective tax rate in retirement.

Strategy 03

Business Entity Optimization

Structuring your business entities for maximum tax efficiency while maintaining operational flexibility.

Strategy 04

Charitable Giving Strategies

Donor-advised funds, charitable trusts, and qualified charitable distributions that amplify your impact.

Strategy 05

Social Security Optimization

Timing and integrating Social Security with other income sources to minimize taxation and maximize benefits.

Strategy 06

Capital Gains Management

Tax-loss harvesting, asset location, and strategic timing of gains to keep more of your investment returns.

The Difference

The Average Advisor vs. Our Approach

Most advisors spend 95% of their time on investment selection and 5% on everything else. We flip that approach because investment returns are only one piece of the puzzle.

Traditional Approach

Pick investments → hope they perform → react to tax consequences after the fact

Our Approach

Design tax strategy → align investments to strategy → proactively optimize year-round