High Net-Worth Tax Planning

Elevate Your Wealth with Riverside Wealth Advisors

Unlock financial success through high net worth tax planning at Riverside Wealth Advisors. Our tax-efficient strategies empower high earners like you to optimize your wealth and secure a prosperous future.

In partnering with Riverside Wealth Advisors, you’re not just unlocking tax-efficient strategies; you’re embarking on a journey towards financial empowerment. We understand  managing wealth effectively requires a cohesive team of experts who bring a wealth of knowledge and expertise to your financial planning.

Tax-Focused Investment Strategies

Backdoor Roth-IRA

Unlock Roth IRA benefits, even beyond income limits, by converting your traditional IRA.

Tax-Focused Gifting

Maximize tax benefits through strategic donations of appreciated securities to charitable organizations.

Tax-Loss Harvesting

Offset capital gains and manage tax liability by selling securities that have decreased in value.

Robert Mills

Managing Partner

Charlie Douglas

Managing Partner

Fenoy Butler

Financial Advisor

John Pharr

Regional Vice President

Katie Giblin

Financial Advisor

Melissa Botley

Chief Operating Officer

Hayden Herrington

Financial Advisor

Michael Pradella

Executive Assistant

Jeremy Alexander

Jeremy Alexander

Community Enrichment Director

Windy Flanders

Windy Flanders

Executive Assistant

Building Your Financial Team

At Riverside Wealth Advisors, our team includes experienced partners, Attorney Charlie Douglas from Douglas Law Firm, and John Pharr, CPA, from Pharr CPA: Financial & Tax Services. Together, we bring a wealth of knowledge and expertise to your financial planning, ensuring every aspect of your wealth is managed optimally.

Take the first step towards financial success and contact us to explore how our strategies can work for you.

High Net-Worth Tax Planning

FREQUENTLY ASKED QUESTIONS

What kind of team does Riverside Wealth Advisors assemble for high net worth tax planning, and why is it important?

For high net worth tax planning, Riverside Wealth Advisors collaborates with a multidisciplinary team of professionals, similar to assembling a winning sports team with diverse talents. This team includes experienced partners like Attorney Charlie Douglas from Douglas Law Firm, and John Pharr, CPA, from Pharr CPA: Financial & Tax Services. The significance of this approach lies in bringing together a wealth of knowledge and expertise in different areas of financial planning, ensuring that every aspect of a client’s wealth is managed optimally and holistically.

Riverside Wealth Advisors offers several tax-focused investment strategies specifically beneficial for high earners. These include the Backdoor Roth IRA, which allows high earners to unlock Roth IRA benefits even beyond income limits by converting a traditional IRA. Additionally, they advise on Tax-Focused Gifting, maximizing tax benefits through donations of appreciated securities to charities. Another strategy is Tax-Loss Harvesting, which involves selling securities that have decreased in value to offset capital gains and manage tax liability. These strategies are designed to optimize wealth and secure a prosperous future for high earners.

Riverside Wealth Advisors adopts a multidisciplinary approach to managing the wealth of high net worth individuals. Led by experts like Attorney Charlie Douglas and CPA John Pharr, they ensure that every facet of a client’s financial well-being is considered and optimized. This includes leveraging various tax-efficient strategies, such as the Backdoor Roth IRA, strategic gifting, and tax-loss harvesting. Their commitment is to empower high earners to achieve a prosperous and tax-efficient financial future, using a cohesive team of experts to cater to the unique financial situations of each client.

What to Consider in Your Charitable Giving Plan

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What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

Resources for High Earners

Riverside Wealth Advisors

Schedule a Call

Begin your journey towards financial security and a brighter future by scheduling a personalized consultation with our team.

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