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: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Blume Capital does not serve as an attorney, accountant, or insurance agent. Blume Capital does not prepare legal documents, nor does it sell insurance products. When requested, Blume Capital will work in conjection with your legal, accounting and insurance professionals.