At Align Wealth Management, we develop and implement tax strategies so you keep more of what you earn. We plan by optimizing tax positioning and placement in your portfolios. We implement proactive tax strategies that align with your investment management and financial planning goals. We focus on the following areas:

• Year-round tax planning
• Tax efficient portfolio construction managed for tax optimization
• Strategies for managing Employee company stock and retirement plans
• Planning for tax optimized diversification of concentrated stock positions
• Estate transfer tax planning
• Charitable gifting strategies