A majority of our clients reside in states with high personal tax rates. We provide tax-efficient portfolio management and invest in tax-deferred vehicles that are best suited for your unique tax profile. As part of our planning process, we can coordinate with your tax accountant to ensure we share a clear picture of tax-related concerns and are leveraging the most appropriate tax-deferred account structures.
Whether you’re a business owner, entrepreneur, or work in a salaried position, we can help you take advantage of the optimal retirement plan structures for your unique circumstance, including 401(k)s and IRAs. For those who hold highly concentrated stock exposures, we can assist in thoughtfully diversifying these positions over time to manage tax impacts.
Please Note: Blume Capital will coordinate closely with your outside advisors; we do not serve as an accountant, attorney, or insurance agent. Blume Capital does not prepare tax returns, estate-planning documents, or sell insurance products.