At Tailored Wealth, we help you enjoy life today while preparing for tomorrow - without overwhelming your time or putting anything else on your plate. As your strategic partner, we’ll provide clarity about your options and opportunities so you feel confident making strategic decisions about your wealth. Then we’ll help you make sure you stay on the right path, giving you the freedom to spend your time and energy on what matters most to you.
This 10-question scorecard is built for high-earning professionals who want to uncover hidden risks in their investment, tax, and financial strategy—and take control before the next market shock.
It only takes two minutes!
We specialize in working with business leaders and high-income executives, particularly those with complex compensation structures. Our tailored approach helps you manage your wealth, minimize taxes, and make the most of your unique financial opportunities.
We understand the demands on your time and deliver a customized financial planning experience. From personalized strategies to seamless communication, we simplify the process, allowing you to focus on building your career and enjoying your life.
We don’t just create plans and manage investments; we actively oversee and evolve them to fit your changing needs. By providing consistent, proactive communication and a forward-looking approach, we ensure your financial strategy stays aligned with your goals while giving you the confidence to focus on what matters most.
It only takes two minutes!
TL;DR: A donor-advised fund (DAF) lets high earners contribute in peak-income years, take an immediate deduction (subject to AGI limits), avoid capital gains on long-term appreciated assets, and grant to charities over time, privately, on your own schedule. Last updated: October 21, 2025 Watch/Listen: How Philanthropy Rewires a Life (Podcast, Ep. 26) The Tax-Smart Way […]
TL;DR: Start with your purpose, then pick the chassis. For broad employee adoption and higher limits, a safe harbor 401(k) with profit sharing often wins. Public and nonprofit pros can stack 403(b) plus governmental 457(b). Owners who need bigger deductions can layer a cash balance plan. Employees: use both pretax and Roth, turn on auto-enroll […]
TL;DR: Trusts aren’t trophies; they’re tools. Start with a revocable living trust for privacy and probate avoidance, then add irrevocable tools (SLAT, GRAT, ILIT, dynasty) when taxes, concentration risk, or creditor exposure matter. For QSBS holders, early gifting to well-drafted trusts can multiply exclusions. Fund it, document SOPs, and review quarterly. Last updated: October 13, […]
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