It's not what you earn—it's what you keep. At Acorn Wealth Advisors, we recognize that retaining more of your wealth can help you achieve your goals more quickly and effectively.

Tax-Efficient Investing

As we develop your investment strategy, we take advantage of a number of levers that can help minimize your tax liabilities. They include:

• Asset location. By carefully distributing assets between taxable and tax-advantaged accounts, we maximize tax deferral while your investments grow.
• Low turnover. Our investment portfolios are designed to avoid the higher short-term capital gains taxes wherever possible.
• Tax-loss harvesting. By selectively selling portfolio holdings, we can help neutralize tax liabilities associated with gains.
• Vehicle selection. Choosing the right investment vehicles, such as tax-advantaged 529 College Savings Plans, helps to ensure that you save effectively and tax-efficiently.

Teaming Up On Taxes

We work with your CPA and estate-planning attorney, or recommend trusted partners, to ensure that you pay the minimum taxes required by law. Using a coordinated approach, we help clients take advantage of tax-free gifting strategies and other tools.