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.
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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.
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 Investment Management
Click below to read more about ways to make your portfolio tax-advantaged.
We Value Your Trust
WealthArch has been one of the highest-rated financial advisors in Pasadena for the past six years.
Don’t just take our word for it. See why WeathArch earned a 5-star rating from our clients.
2026 Five Star Wealth Manager Award Winner
*ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence. Learn more about their selection process here.
*Expertise.com is an independent third-party website that scored Pasadena Financial Advisors on more than 25 variables across five categories. Learn more about their selection process here.
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Tax Planning FAQs
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.
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