Tax efficiency is a complex and ever-moving target.

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.”

The composition of each client’s tax plan is unique — because everyone is different.

We believe the best way to approach taxes is proactively

Our goal is to help you identify and maximize every tax advantage allowed by law.

Multi-year tax strategy

Planning with an eye for the future

Integrated tax planning

Quantifying tax consequences of every decision

Year-round tax guidance

Because April 15th is too late

Let WealthSource guide your tax planning

1901 Avenue of the Stars, Suite 200 Century City, CA 90067

310-461-1661 Meet Your Advisor

Jacqui became an Independent Wealth Advisor of WealthSource Partners through the merger of Avant-Garde Advisors and Vellum Financial. Prior to joining Avant-Garde in December of 2011, Jacqui managed assets primarily for high-net-worth individuals, at various firms, in the Beverly Hills area. Her role before that was as an Associate with Coast Asset Management on their CDO desk, which specialized in due diligence of CDO tranches. Jacqui started her investment management career at TCW where she was an Assistant Vice President who was primarily responsible for performing credit analysis of high-yield bonds. Jacqui received her Bachelor of Science in Management degree from Pepperdine University.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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JACQUELINE YAPP

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.