Personal Tax Services
Our personal tax services allow our clients to remove the stress and get back the time tax filing takes up each year.
Our investment philosophy centers on a long-term mindset with a diversified portfolio that adapts with shifts in the investment landscape.
What We Offer
While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets: Patience, Persistence & Prudence.
- Custom Tailored Portfolio
- Designed by Experts
- Risk Managed Allocations
- Active Tax Loss Harvesting
- Automatic Dividend Reinvestment
- Broad Exposure Diversification
- Ongoing Optimization
- Socially Responsible Investing
We make it easy!
Federal 1040 filing
Tax estimate planning
Self-Employed tax planning and bookkeeping review
Multi-State tax compliance
Stock compensation review
Foreign income reporting
Our Process
1
Tell us about you
Your dedicated Prudent Wealth Advisor meets with you to understand your unique goals and objectives. We help you break your goals down into Needs, Wants & Wishes.
2
Review of prior fillings
We analyze your existing investment allocation and cash flow. We also determine your risk tolerance, preferences, investment experience, and desired outcomes
3
Meet to confirm your goals
We will build a diversified portfolio unique to your needs that seeks to preserve your wealth and increase the probability of achieving your goals. We will then present our Investment Strategies using our proprietary research.
4
Annual Tax filling
We provide diverse investment options including fixed income, equities, and alternatives. Our Portfolio Management Team implements the plan, considering taxes, market conditions, and your risk tolerance.
5
Plan for the future
We analyze the economy, markets, and portfolio risks by leveraging our network of leading research providers and technology. We adapt and rescale every tilt using tax-efficient methods to minimize risk and maximize the returns.