The Power of Integration

Coordinated Wealth Management and Tax Services

Comprehensive wealth management is multi-faceted and includes many interrelated components, including cash flow planning, investment management, risk management, retirement planning, estate planning, and tax planning.  Many advisory firms claim to provide “comprehensive financial planning,” but as soon as a tax issue arises, they often direct their clients to seek advice from their tax advisors.  At Core Wealth Management, we do things differently.

HOLISTIC APPROACH

We firmly believe that true comprehensive financial planning should encompass strong tax planning and compliance capabilities.

• By harnessing the combined expertise and resources of Core Wealth Management and Schanel CPA, our teams work together to craft complete financial strategies that seamlessly integrate tax services and efficiency.
• Knowing that your trusted professionals are working together to provide advice and offer proactive suggestions to enhance your financial success provides peace of mind and confidence.

COLLABORATION

We create, implement, oversee, and proactively adapt financial plans in response to changing tax laws and life circumstances.

We work closely with tax professionals at Schanel CPA to evaluate tax-saving opportunities through the use of:

• Tax-loss/tax-gain harvesting
• ROTH conversion planning
• Charitable giving
• Strategic IRA and Inherited IRA withdrawals
• Tax-deferred savings vehicles
• Gift and estate tax planning

INTEGRATION

• We monitor income and tax withholding throughout the year and adapt quarterly payments, W2 withholding, and withholding on IRA distributions as necessary.
• Your team at Core Wealth Management communicates relevant information related to investments and financial planning actions taken during the year to facilitate an efficient and streamlined tax preparation process.

At Core Wealth Management, we are proud to bring together the expertise of a CPA firm and wealth management firm to offer our clients comprehensive financial guidance that encompasses the many aspects of wealth management, including tax planning.