Tax Mitigation

It's not just about what you make, but about what you keep that matters

As advisors servicing the high-net worth marketplace we understand that investing is comes down to more than just what you make, it is about what you keep. At Parallax we partner with your CPA to strategically incorporate tax-efficient investment strategies into your plan. Whether that involves hiring managers with tax-efficient portfolios, taking advantage of tax-loss harvesting and/or using estate planning techniques to provide for maximum wealth transfer to your heirs; we are continually looking for opportunities to increase our client’s tax effectiveness.