It’s not what you make, it’s what you keep.
Our Wealth Advisory practice was founded by Allen Forrest, CPA out of a desire to provide tax managed investment advice to our clients. We integrate our tax expertise into your wealth management and financial planning strategies. Our investment strategy includes optimizing the management and allocation of assets between account types whenever possible, such as taxable, qualified or charitable accounts to help you maximize your after-tax returns. We also incorporate tax loss harvesting and capital gains management into the planning for your investments. Many of our clients also benefit from working with our affiliated tax practice Forrest Robinson, PLLC for tax return preparation, tax planning and compliance work.