Tax Planning

Virtus Wealth Management believes that effective tax planning is one of the most neglected components of a successful financial review. We recognize the powerful impact of saving tax dollars and reinvesting them into wealth building assets.

We work with clients to identify methods to lower their tax liability, which is especially beneficial to clients with large capital gains, severance packages, withdrawals from their IRA or are in a high tax bracket. By planning correctly in advance, we can aim to minimize your potential tax liability, while working to maximize your retirement and financial planning from a tax planning perspective.

Virtus Wealth Management and LPL Financial do not provide tax advice or services.