Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

OUR SERVICES

TAX planning
and preparation

A well-managed tax strategy should be one of the most important elements of your financial plan. Your tax plan should be unique to your situation, and it should be considered in conjunction with your overall wealth, investments and estate plan.*
ENHANCE YOUR WEALTH

Taxes don’t need to be taxing

Tax planning should enhance your wealth and improve your overall financial picture. To create your strategy, we take a comprehensive view of your wealth, including income, assets, charitable gifting, and estate and trusts.*

Tax filing

We help prepare your tax returns and manage your tax filings across your complete financial picture.*

Tax planning

Looking comprehensively at your financial picture, we will advise you on the various vehicles and strategies you can deploy to help you take advantage of every tax break opportunity to ensure you keep more of your money.*

Liquidity event planning

When you’re about to encounter a liquidity event, like the sale of a property or business, having a plan in place to minimize your tax burden is essential. We work with you and our in-house tax and legal professionals to structure the payments so you can possibly keep more of the proceeds.

Gifting

Gifting can be a powerful tax planning tool. We can help you devise a strategy that suits your tax planning needs, whether you’re looking to establish charitable vehicles to minimize your taxable income or seeking strategies for gifting large assets or sums to a child or loved one.

*Tax planning, preparation and filing in addition any tax advice are provided by RWA Tax Solutions, LLC, a separate and wholly owned subsidiary of RWA Wealth Partners, LLC.
“Tax preparation and filing is generally included within the advisory fee for clients with $1m+ in invested assets at RWA.  Clients with additional complexity will pay a competitive hourly rate for services that are in excess of our generous credits.”

*Tax advice and tax planning, preparation and filing are provided by RWA Tax Solutions, LLC, a separate and wholly owned subsidiary of RWA Wealth Partners, LLC. Tax preparation and filing is generally included within the advisory fee for clients with $1M+ in invested assets at RWA. Clients with additional complexity will pay a competitive hourly rate for services that are in excess of our generous credits.

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