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Seriously Integrated Tax Planning

Originating from our strong accounting roots, a thorough tax focus is ingrained in everything we do.

We are mindful that inattention to taxes can foil an otherwise solid plan. That is why we apply proactive tax planning to all aspects of your wealth management:

In your investment portfolio Bethesda, MD Aegis Wealth

In your investment portfolio

We implement tax-efficient investment vehicles, position them effectively across taxable and deferred accounts, and exercise tax-conscious portfolio management.

In your financial planning Bethesda, MD Aegis Wealth

In your financial planning

We help you navigate high- and low-income years, manage company benefits in a tax-sensitive manner, and optimize your use of tax-favorable accounts (401(k)s, IRAs, 529 college savings plans, HSAs, etc.).

In your cash-flow planning Bethesda, MD Aegis Wealth

In your cash-flow planning

We help you plan for tax-efficient cash flow as you accumulate your wealth and throughout your retirement years.

In your advanced planning Bethesda, MD Aegis Wealth

In your advanced planning

We help to identify tax-saving opportunities in your estate and charitable giving plans, remaining cognizant of changes in tax law.