Who we are
We are a tax-focused wealth management and financial planning firm. We are fiduciaries at all times and offer our services on an annual flat fee basis. This helps minimize conflicts of interest and allows us to provide sound advice based on your individual and specific situation without putting our needs above your own.
What we do
We provide tax-aware, wealth management, and financial planning to help clients with such things as saving for retirement, investing money, to tax preparation, and tax planning that help maximize resources to create wealth.
We can help answer your questions
- Am I invested properly?
- Am I paying too much in taxes? How can I reduce my taxes?
- Can all my assets and investments get me to and through retirement?
- Do I have enough cash flow?
- Do I need to change the way I'm invested?
- What happens if I need to start caring for my parents financially?
- Should I be worried about what I hear in the news?
- What if I get sick? How will I make sure my family is cared for?
We have the tools that can help you
- Organize all your finances
- Estimate your tax liability
- Do your taxes
- Help maximize retirement contributions and other savings
- Determine the least amount of tax you should be paying
- Create a working cash flow plan to help optimize your resources
- Understand how the IRS views your income
- View all your financial accounts, assets, policies, loans, credit cards and financial plan in one place
This is the type of tax work we do
- Prepare and file your taxes
- Roth conversion strategies
- Run tax projections and estimate your tax liability
- Roth contribution strategies
- Tax Planning to assess the impact of tax strategies on your finances
- Net unrealized appreciation planning for appreciated company stock
- Consider opportunities to minimize or offset taxes now and in the future
- Tracking, planning, and executing strategies around company stock options
Service Partners
As an independent advisory firm, we are not affiliated with any specific financial institution, such as a bank, investment company, or broker-dealer. Because we aren't affiliated with such institutions, we aren't limited to their offerings or receive incentive pay to recommend their products or services. This independence gives us the ability to provide advice and make recommendations based on what's best for our clients.
To maintain this independence, it regularly requires us to use third-party service providers to help our clients implement the advice and recommendations we make.
Archstone Wealth Advisors is in no way affiliated with any of the third-party service providers we use.