Tax Planning

Tax planning is critical when it comes to preserving your personal wealth. Pugh Wealth Management, LLC leverages experts at Pugh CPAs to review the tax implications of your investment strategies. It is incredibly important to plan ahead, especially for life’s more difficult moments, i.e., divorce, death of a spouse, selling of a business to ensure your wealth is properly protected. The team at Pugh Wealth Management, LLC will review your entire financial portfolio before creating a personalized strategy to help protect your net worth.

Why Us?

– We will review your tax strategy to ensure it minimizes taxes to protect your wealth.

– We work with trusts, estates, partnerships and sole proprietors on complicated investment matters.

– We will review your estate plan to help preserve your legacy. We have the expertise to handle complex tax matters and investment strategies.

Give us a call and let’s strategize