Tax-Efficient Investing

We know you don’t stand around at parties just waiting for someone to start a conversation about “tax efficient investing.”

But a well-constructed investment approach that includes sound, tax-efficient strategies can save you hundreds of thousands of dollars in the long run. And that’s something anyone can get excited about!

tax efficient investing

At HHWM, we don’t believe in a “one-size-fits-all” approach. Instead, we’ll get a snapshot of your current situation and manage your portfolio accordingly—keeping your most tax-efficient assets in taxable accounts and assets that aren’t as tax-efficient in tax-advantaged accounts.

Beyond those best practices, we are proud to offer special tax-managed mutual funds through Dimensional Fund Advisors (DFA), which are designed to help you maximize your after-tax returns. Dimensional is one of the most trusted fund companies amongst fiduciary advisors.

There are many perfectly legal and ethical ways to structure your investments so that you minimize your taxes both upfront and in the long run. I’ll help you sort through the complexities, so you can make sound decisions that put you in the best position possible going forward.

Contact us today to learn more about how to maximize your retirement investments.

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