WEALTH MANAGEMENT
At Genius Tax Advisory, we offer a comprehensive approach to wealth management for business owners, high net worth individuals, and their families. We understand that significant life events such as selling a business, financing education, or planning for retirement require meticulous financial planning. Our goal is to help you achieve your financial ambitions while preserving your wealth for future generations.
We develop tailored financial plans that align with your unique goals.
Our Process
Initial Consultation: We begin with a thorough understanding of your financial landscape.
Customized Planning: Create wealth management plans to match your unique goals and financial condition.
Regular Reviews: Regularly review and adjust strategies to align with evolving needs and laws.
Risk Management: Identify and address potential risks at every step to protect your wealth.
Clear Communication: Keep you informed with clear, concise updates on your financial health.
Informed Choices: Work closely with you to make informed financial decisions.
Our Services Include
01
Personalized Financial Strategies
- We develop tailored financial plans that align with your unique goals.
02
Risk Mitigation
- Identify and mitigate potential financial risks to safeguard your wealth.
03
Tax Optimization
- Navigate complex tax laws to maximize your returns.
04
Investment Management
- Ensure a well-balanced portfolio for stable and sustainable growth.
05
Retirement Planning
- Tailor plans for a comfortable and worry-free retirement.
06
Legacy Planning
- Create a lasting financial legacy for future generations.
Get Started Today!
Contact Genius Tax Advisory for Precision, Professionalism, and Peace of Mind. Get rid of all your accounting hassles with us.
Contact Us at 888-686-8855 Fill out the form below, and one of our experienced accountants will get in touch with you shortly
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Frequently Asked Questions
Fees for wealth management services vary based on the services provided and the amount of assets managed.
Financial planning focuses on creating a roadmap to achieve your financial goals, while wealth management includes financial planning and additional services like investment management and tax planning.
Wealth managers use strategies like tax-loss harvesting and tax-efficient investing to minimize your tax liabilities and maximize your after-tax returns.