In most advisory relationships, there’s a major flaw hiding in plain sight: the financial advisor and the CPA rarely communicate. Investment decisions are made throughout the year, often with significant tax implications, and the CPA only finds out after the fact — when the documents arrive in January and the damage is already done. By that point, it’s too late to do anything but report the results. This reactive model leads to missed opportunities, higher tax bills, and unnecessary stress for the client.

We’ve changed that. Our advisory team includes a dedicated CPA who works hand-in-hand with us — and with you — throughout the year. Together, we evaluate strategies before transactions occur, looking not just at market performance but at how each decision impacts your tax picture. This proactive, integrated approach helps ensure that your financial plan is optimized not only for growth, but for tax efficiency. It’s a level of coordination most firms simply don’t offer — and it can make all the difference.