WealthArch Tax Planning Services

Tax Planning Services

Streamline your portfolio and ensure you aren’t paying more taxes than you have to by working with the expert advisors at WealthArch.

Do you have $500,000+ to invest?

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, we only work with clients who have at least $500,000 invested with us.

At WealthArch Investment Services, we believe in taking a personalized approach on the road to financial independence. Creating a tax-efficient portfolio is an essential element in your overall financial health, and our experienced advisors are very mindful of tax consequences when they invest. From IRA withdrawals to a tax loss harvesting strategy, WealthArch helps craft an investment portfolio that is tailored to your financial needs. As an independent, actively managed firm, other investment institutions can’t compare to the series of unique benefits that our wealth management clients receive.

Suspension bridge over water

At WealthArch, our number one rule is, “Don’t lose money.” Between our value investing approach and tax planning services, we adhere to this cornerstone principle in all aspects of our wealth management services. To optimize WealthArch-managed investment portfolios and employer-sponsored retirement accounts, our clients explore various tax strategies with our experienced fiduciary advisors. We help you create a tax-efficient portfolio by minimizing payments, understanding IRA withdrawal regulations, and planning an effective tax loss harvesting strategy.

Unlike tax-sheltered accounts, like 401(k)s and IRAs, taxable accounts require a careful strategy to ensure you are not paying more taxes than you need to. With more than 20 years of experience, our wealth management advisors are experts in evaluating your WealthArch-managed investment accounts. We are committed to helping our clients reduce their taxes with effective strategies such as tax loss harvesting, optimal portfolio allocation, and calculated IRA withdrawals.

The experienced advisors at WealthArch don’t believe in a standard cookie-cutter approach to managing your finances. Your financial well-being is our top priority, and as an independently managed investment firm, we proudly provide a tailored, exceptional experience for each client.

Tax efficient stock trading and allocation

Click below to read more about ways to make your portfolio tax-advantaged.

What’s the difference between tax planning and tax preparation?

Tax preparation is what you do every end of the year when you compile and submit your returns. It’s based on your past financial activity.

Tax planning is more proactive. That means looking ahead to optimize your income and reduce taxable gains, and strategically timing investment account contributions and distributions.

Can you coordinate with my CPA or tax attorney?

Yes. Your tax advisor and legal team are key players in your financial picture. We work with them to ensure your investment strategy is aligned with your tax situation and estate plans.

How does tax planning fit into my overall investing strategy?

WealthArch employs a range of strategies, including holding assets in tax-advantaged investment accounts, structuring portfolios to minimize turnover, and strategically rebalancing and harvesting losses to reduce and even out your taxable income over time.

Can you help me reduce tax on investments and capital gains?

Certainly. We look at how long you’ve held assets, your income bracket, the type of accounts you utilize, the optimal timing for realizing gains and losses, and other key considerations.

WealthArch also offers clients complimentary advice on investment portfolios we don’t actively manage, like 401(k) plans.

Can you help me plan for estate or inheritance taxes?

Yes. We help you plan ahead with tools like gifting strategies, irrevocable trusts, charitable contributions, and family entities. The goal is to preserve your wealth across generations.

As your finances grow, so does the complexity of keeping everything in order. Managing stocks, real estate, and other investments takes time, strategy, and a close eye on the market. Taxes get trickier, too, with capital gains, deductions, and estate planning. Add to that expanding insurance needs, and it’s not hard to see why people […]

Tax planning isn’t just for the last minute. A year-round strategy reduces your tax bill and avoids costly surprises. Knowing your tax bracket and planning ahead by timing income, deductions, and contributions can save you a lot of money. Use tax-advantaged accounts—like IRAs, 401(k)s, HSAs, and 529 plans—wisely. Explore advanced strategies when planning taxes—charitable giving, […]

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Do you have $500,000+ to invest?

Because we’re highly focused on research and analysis, as well as providing high-quality service to our clients, we only work with clients who have at least $500,000 invested with us.