Stop Letting
Taxes and Market
Swings Sabotage
Your Wealth.
Discover Smarter, Tax-Efficient Strategies to Grow and Protect Your Wealth
Serving entrepreneurs and investors across the country
How Standard Investment Advice Can Leave High Earners Exposed to Taxes and Volatility
Many investors with substantial income or capital gains unknowingly follow advice built for a different stage of life—or a different kind of investor altogether.
The result? Overpaying taxes and taking on unnecessary market risk.
Your advisor rarely talks about capital gains, yet you’re sitting on substantial equity.
You’ve been told to “stay the course” even when the market feels unstable.
Tax planning is treated like a once-a-year afterthought, not a core part of your strategy.
You’re not alone. Most high earners outgrow traditional advice—but they don’t realize it until they’ve paid for it.
A Clear, Tax-Efficient Path to Building and Protecting Your Wealth
Financial clarity doesn’t have to feel overwhelming. Here’s how we make it simple and strategic.
Step 1: Discovery
We begin with a real conversation to understand what matters most to you.
Learn your goals, financial priorities, and retirement timeline
Clarify your risk tolerance and income needs
Identify tax planning opportunities and hidden inefficiencies
Step 2: Strategy and Implementation
We create and launch your personalized roadmap to grow and protect your wealth.
Blend market exposure with alternative investments
Use endowment-style diversification to reduce volatility
Build a tax-efficient investment plan across all three tax buckets
Step 3: Ongoing Partnership
Your strategy evolves with you—through life, markets, and milestones.
Proactive reviews to stay aligned with your goals
Ongoing retirement planning and tax optimization
A dedicated financial advisor you can count on
What’s at Stake If You Delay Your Financial Plan?
Without a plan, taxes and market volatility may quietly erode your wealth, while valuable opportunities slip away.
Proud to Be Recognized as One of America’s Top RIAs
As ranked by USA today in their 2025 list of America’s Best Registered Investment Advisors
At The Tax Efficient Advisor, I operate as an Independent Advisor Representative under the umbrella of Legacy Wealth Management — an independent, fiduciary RIA firm with deep roots and national recognition.
In 2025, Legacy was named one of America’s Top Registered Investment Advisors by USA Today — ranking 63rd in the country overall, 8th nationally among firms under $500 million AUM, and 3rd in Idaho across all RIA firms.
I’m proud to be part of a team that leads with integrity, innovation, and an unwavering commitment to helping clients build and protect their wealth with clarity and confidence.
🏆 Legacy Wealth Management was honored by USA Today as one of the Top Registered Investment Advisors of 2025, ranking 63rd in the nation overall and 3rd in Idaho.
"Plan for the future because that's where you are going to spend the rest of your life."
-Mark Twain
You Deserve a Financial Plan That Works as Hard as You Do
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A tax-efficient strategy can potentially save you thousands in unnecessary taxes while maximizing your investment growth over time.
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We implement diversification strategies designed to help shield your portfolio from extreme market swings while still capturing growth opportunities.
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We focus on the complete financial picture - not just investments, but tax implications, retirement planning, and ongoing optimization as your life evolves.
You've worked hard to build your success — now let's protect it and grow it with a plan built on tax efficiency, resilience, and long-term vision.