·¬ÇÑÊÓƵapp Wealth Management®
Are You Ready for a New Perspective on Wealth Management?
·¬ÇÑÊÓƵapp was founded 40 years ago on the belief that implementing a holistic, tax-smart approach to your wealth can yield healthier financial and investment decisions. You deserve wealth management with a multi-faceted approach. By using tax information to inform investment decisions, your ·¬ÇÑÊÓƵapp Financial Professional can find opportunities and vulnerabilities that can help maximize your financial potential. You worked hard for your money; we want to make it work hard for you.
That’s why, together, we’ll explore several of the following areas and how they shape your financial future:
- Tax Loss Harvesting
- Cash Flow & Debt Management
- Distribution & Retirement Planning
- Education Planning
- Legacy Planning
- Investment Planning
- Family Risk Management
- Business Planning & more
To download our Tax-Smart Investing Brochure, click here.
Founded by a CPA in 1983, ·¬ÇÑÊÓƵapp is a pioneer of the concept of tax-smart investing and planning. We support an independent network of both tax and non-tax professionals who provide comprehensive financial services to people like you. Our trusted network of 3,000 independent advisors nationwide, operating with over $92 billion in total client assets*, are waiting to help you reach your financial goals.
Not quite sure what you are looking for? Contact us to learn more about your Financial Planning and/or Retirement Planning options with ·¬ÇÑÊÓƵapp.
*As of December 31, 2023.