
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
Our tax strategy services are designed to identify and develop strategies to manage tax liabilities through effective investment planning, using tax-efficient investment vehicles, and staying informed about tax law changes. By aligning tax strategies with your broader financial goals, we help you focus less on tax season and more on building the future you envision.
”You only have to do a very few things right in your life so long as you don't do too many things wrong.
Warren Buffett
Taxes can feel overwhelming, but they’re also one of the most important parts of your financial plan. Our advisors can help by analyzing tax history, finding potential deduction opportunities, reviewing filing strategies, and identify tax sensitive investments. Let us help you with this critical component of your financial life.
Careful tax planning starts with understanding where opportunities lie. We take a detailed approach, analyzing your returns for overlooked strategies that may reduce what you owe today and into the future. This approach can help preserve more of your wealth, or, help support the causes and organizations that you care most about.
We focus on opportunities like using tax-advantaged accounts, considering when you take income, and boosting retirement savings to craft solutions that align with your priorities and adjust as your needs change.
Effective tax planning often involves a team effort. When appropriate, we coordinate with your CPA, attorney, and other financial professionals so that your tax strategy harmonizes with your overarching financial plan.
Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.
Tax strategy is the thoughtful arrangement of your cash flow, investments, and business structures to legally optimize your tax position and preserve long-term wealth. Strategic planning and coordination can help tax payers identify opportunities for tax-efficient investing, timing of income recognition, and structuring of assets to align with their broader financial goals.
Tax return analysis goes beyond filing—it provides a roadmap of where you’ve been and what opportunities may exist to save in the future. By reviewing past filings, an advisor can identify opportunities or issues.
The sooner, the better. Tax planning works best when it’s proactive, ideally beginning at the start of the year or as part of your ongoing financial planning. This approach allows you to make decisions that maximize savings, reduce stress at filing time, and keep your finances on track.
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…
Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!