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Tax-Managed Investments for Sophisticated Investors

As assets grow, so do tax issues. The most financially successful investors understand that they’re particularly at risk when they ignore the devastating impact of income taxes on their financial health. For those with substantial assets to protect, mitigating this impact requires especially sophisticated strategies.

Tedeschi Wealth Management is a strong advocate for our clients in the complex world of tax planning investment strategies. Look to us for tax-efficient wealth management, tax loss harvesting, retirement plan choices, maximization of itemized deductions and tax effective charitable giving.

Incorporate tax-advantaged investments into your portfolio; it’s one way to help reduce your tax obligation. Among other services, we offer access to a personalized portfolio review and strategy implementation program called PEARL created specifically for investors with significant municipal bond investments. Get custom analysis of all your holdings – no matter where they are held – along with evaluation of specific transactions and detailed reports to help create a portfolio that's precisely suited to your needs.

*As Federal and State Rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision.

Raymond James and its advisors do not offer tax or legal advice.

Raymond James Trust
Tax Planning
Estate & Legacy Planning