At Stone Arch Advisory Group, we help you feel confident that you are making the right financial decisions by providing holistic wealth and risk management solutions within the context of your unique compliance environment.
Our solutions reflect our specialized expertise and experience working on the wealth management issues and challenges that partners face when building and executing an effective financial plan. In our more than 20-year history, we have helped navigate independence requirements while delivering comprehensive wealth management strategies.
Maximized Strategies Designed to Minimize Tax Impact
A partner of a CPA firm is no stranger to managing taxes at a corporate level, yet this is not always the case when it comes to managing their personal wealth. We use personalized tax diversification strategies to manage future tax rate fluctuations to help you feel confident about your retirement wealth. We work within your firm's compliance and tax-deferral structure to triangulate a comprehensive plan between taxable, tax-free, and tax-deferred accounts to maximize control over your tax liability pre-retirement and your tax rate post-retirement.