Wealth Design Capabilities

Investing in the market has become increasingly challenging. Recent market activity has caused many to re-evaluate their investment strategies and their ability to attain key financial goals, and to search for peace of mind. Increasingly investors are looking to structure financial portfolios that are grounded in time-proven financial planning methods, instead of through the latest fads.

We enable our clients to eliminate the need to assemble multiple advisors from multiple firms. We are a comprehensive wealth management firm providing services that include:

Tax Reduction Planning

At Wealth Design, we believe in tax reduction planning, not tax preparation.
Tax reduction planning usually involves strategies to minimize income tax liability by, for instance, deferring income, maximizing deductions and deductible expenses for a particular year, and selecting tax-advantaged investments. Income tax, estate tax, gift tax and alternative minimum tax are a few of the more complex issues in tax planning.

April 15th is the tax-filing deadline, but tax planning begins January 1st of the previous year. We meet with our clients throughout the year and address issues that may have tax implications before year end. This allows our clients time to make adjustments to their tax plan to increase the efficiency of their overall income tax strategy.

Each client encounters a unique tax situation each year. An efficient tax plan allows for the many components of the financial pictures — from investments to mortgages — to work more effectively. Strategic stock option planning can enhance client portfolios.