Episode 42: Tax-Smart Wealth Management for High Net Worth Clients
Most advisors say they integrate tax and investments — but what does it look like when tax strategy truly leads the planning process? This episode explores that intersection and how it transforms outcomes for high net worth families.
In this episode of Sterling Insights, Roger sits down with Matt Fitzsimmons, Managing Partner at The Watchman Group and a veteran in investment and tax-integrated planning. Together, they explore how forward-looking tax planning changes the way wealth is managed, sharing valuable insights and practical tips for listeners. Matt draws from his extensive experience…
The skinny
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