Tax Planning Strategies for Busy Professionals
Proactive tax solutions that go beyond basic preparation—designed specifically for dual-income professionals with complex financial lives
How a Relationship with GWM Works
A proactive approach to maximize growth and protect your money
At Grinstead Wealth Management, we keep things simple and remain proactive.
We charge a transparent, flat fee for comprehensive financial planning—no hidden fees, no sales pitches. For most clients, this works out to far less than the traditional percentage-based AUM fees while offering so much more, including:
📌 Tax-efficient investment strategies
📌 Retirement & cash flow planning
📌 Business owner financial guidance
📌 Estate & legacy planning insights
📌 Ongoing, proactive advice tailored to your evolving needs
The price of disconnected financial guidance
Most people have never had access to the quality advice needed to reduce taxes and optimize their finances. The challenge stems from working with separate experts who operate in silos:
CPAs - Review your situation in the past with no proactive strategies
Estate Attorneys - Plan for end of life, but miss growth opportunities now
Advisors - Lack the tax knowledge for integrated plans
Taxes have a larger Impact than ever.
Every major financial decision has tax implications - from retirement contributions to investment accounts. As tax regulations become more intricate, strategic planning is essential to protect your wealth and preserve your legacy.
Experience a unified approach to financial planning
Partner with GWM to get integrated tax and financial guidance. Your Advisor collaborates with your CPA to develop personalized tax strategies that complement your complete financial plan.
Strategic Tax Planning
Regular quarterly reviews to weave tax optimization into your financial strategy.
Asset Protection
Strategic use of estates and trusts to help safeguard your wealth.
Tax-Smart Investments
A customized investment approach focused on minimizing tax impact.