Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money. We believe in making tax-aware decisions — because the only number that matters is “net of taxes.”
Our goal is to help you identify and maximize every tax advantage allowed by law.
Planning with an eye for the future
Quantifying tax consequences of every decision
Because April 15th is too late
Andrew has been in the financial services industry since 2006. His early career catered mostly to institutional investors before starting as an independent financial advisor in 2014. He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing.
Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church. In addition, he serves on the board of directors at the Young Investors Society.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
