When it comes to your personal taxes, it’s understandable if you prescribe to the notion that less is more. As a Fichter Wealth Management client, we will work with your CPA to help minimize your financial burden and time commitment in order to fulfil your tax obligations.
At Fichter Wealth Management, we’re firm believers in taking a tax-integrated approach to wealth management. Our investment teams are in constant collaboration with your accounting team to ensure all decisions related to your wealth are made with tax compliance and avoidance in mind. By understanding your complete financial picture—including cash flow and portfolio performance— we can make sophisticated tax-efficient recommendations as the opportunities arise throughout your lifetime, ranging from tax bracket management to Roth conversions. Our seamless process reduces the time, attention, and effort you spend on your taxes.