You’ve worked hard to build your savings but is your current plan working with you to maximize your after tax savings? Most advisors are not focused on your tax situation and most accountants are reactionary. RowanOak Private Wealth Counsel takes a proactive approach integrating tax minimization strategies into all of the wealth management plans we create. We endeavour to keep your hard earned savings in your pocket where it belongs.
If you feel financial lifestyle planning, tax strategies, wealth preservation, cash flow optimization, goals based reporting, a dedicated wealth manager and a collaborative team approach are important please contact us to obtain more information or to arrange a conversation.