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Wealth & Taxes,
Working Together

Taxes impact every corner of your financial life. That’s why as a client of Counterweight Private Wealth, we integrate wealth management, tax planning, and tax preparation into one cohesive experience.

Our fiduciary approach is designed to optimize the tax efficiency of your wealth and alleviate the frustration commonly involved with having separate outside tax advisors – bringing harmony and unity to your financial situation.

A Cohesive Wealth and Tax Planning Experience

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Year-Round Tax Planning

Proactive strategies implemented throughout the year. 

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TAX BRACKET OPTIMIZATION

Stay in the most advantageous position year after year.

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Strategic Withdrawals

Minimizing the tax impact of drawing on your investment and retirement accounts.

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CHARITABLE GIVING PLANNING

Maximizing the tax efficiency of your philanthropy.

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Roth Conversion Strategies

Evaluating and executing conversions to reduce future tax liability.

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TRUST AND ESTATE TAX PLANNING

Preserve and protect wealth across generations.

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Tax Loss Harvesting

Optimizing your investment portfolio to reduce your tax bill.

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TAX PREPARATION SERVICES

Accurate, professional filing for peace of mind.

Because Real Financial Advice Includes Taxes 

Unfortunately, many advisors make decisions in the dark—ignoring the tax impact altogether. Shockingly, many don’t even collect or review your tax return. How can prudent “financial” advice be provided without an in-depth understanding of your largest lifetime expense? At Counterweight, we refuse to separate the two. Every investment, every strategy, every move is built with tax precision in mind, creating efficiency and better outcomes for your wealth.

Beyond “Kick-the-Can” Tax Planning

Many tax professionals focus only on minimizing this year’s bill, which can create bigger problems later. We take the long view—designing strategies that optimize your lifetime tax burden, not just the next return. Our advisors and tax experts work hand-in-hand so every decision, from gifting to Roth conversions, strengthens your financial future.

Partnership, Not Just Service

You deserve more than rushed, reactive advice. We prioritize clear communication, proactive outreach, and a client-first relationship. You’ll always feel heard, informed, and confident in your decisions.

Clear. Transparent. Unified.

At Counterweight, trust begins with transparency. You’ll never face surprise bills for calls or quick questions. Our clearly defined fees include comprehensive, tax-aware planning—because your financial and tax strategies should always align. Clients who also choose Counterweight for tax preparation pay a simple, transparent fee, creating a unified experience where wealth and taxes work seamlessly together for greater efficiency and long-term impact.

Still have questions?   FAQs   Visit our FAQs for more details about our Tax Preparation Services.

Ready to Find Balance?

Take the first step toward a truly integrated financial future. Discover how our seamless approach to wealth and taxes can help you build, preserve, and enjoy your legacy.