Our Philosophy

Investate Wealth Management was born out of necessity and took root from discussions with investors like yourself. For over two decades, our Founding Partner, CEO, and co-Chief Investment Officer has managed multi-asset, multi-strategy portfolios for Investment Advisors, Financial Planners, and Clients nationwide. His extensive travels to meet, advise, and present to industry professionals revealed a recurring theme—and it wasn’t related to market insights. Inevitably, after each presentation investors would queue up to ask questions that extended beyond global capital markets or US stocks—and it was almost always tax related. Time and again, investors struggled with the complexities of an intricate tax code, creating an insatiable demand for tax-focused investment strategies. This persistent challenge highlighted an undeniable need—not just to solve tax inefficiencies but to evolve the investment industry itself.

ABOUT
INVESTATE

About Investate Wealth

INVEST + ESTATE = INVESTATE

Investate Wealth Management seamlessly integrates your investment plan alongside your estate plan to not only grow wealth but also protect it—at a level beyond the reach of most investment managers, financial planners and estate attorneys. The result? A substantial increase in after-tax net worth for you, your estate, and your loved ones. It’s not called Gross Worth, it’s called Net Worth. But with our current tax code, the true focus should actually be on Net Worth net of taxes, or perhaps Net-Net Worth.

ENHANCED STRUCTURE

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Why now? While today's investment landscape continues to present tremendous opportunities to grow wealth, years of a sustained bull market in just about everything have left investors increasingly concerned on preserving their substantial gains—from both taxes or the eventual market downturn. Our approach optimizes after-tax net worth with time-tested, investor-friendly strategies now in an ‘enhanced’ structure not widely available pre-pandemic.

Technology has evolved, the investment industry has evolved, so too should your Invest+Estate plan.

Our Solutions

GROWTH

Maximize your wealth by strategically investing in high-growth industries while minimizing or eliminating tax-related inefficiencies. Additional tax advantages may enable post-tax returns to grow at an accelerated rate compared to pre-tax returns, helping wealth expand faster than conventional investment strategies.

INCOME

A more advanced and versatile investment platform enables investors to secure higher after-tax yields while also building a steadily increasing income stream to help counter rising expenses in today's economic climate.

PRESERVE

Wealth preservation has become a top priority for investors navigating today's financial landscape, especially when facing Estate Taxes, Income Taxes, and Capital Gains Taxes. Following an era of remarkable wealth accumulation over the past fifteen years across various asset classes, many investors are now shifting their focus to safeguarding their gains from the next inevitable market downturn—while minimizing tax liabilities.

CONCENTRATED STOCK

Strategically diversify highly appreciated stock all while deferring or eliminating capital gains taxes.

LIQUIDITY EVENT

Thoughtful planning can significantly reduce, defer, or eliminate capital gains taxes on the sale of a business, IPO, or other liquidity events

ORDINARY INCOME OFFSETS

High-income earners today have broader options beyond real estate and accelerated depreciation to achieve substantial income offsets while driving meaningful capital growth.

ROTH CONVERSION

One of the ultimate wealth-building strategies—invest pre-tax dollars, let them grow tax-deferred, then withdraw tax-free. Discover how to convert your 401(k) or Rollover IRA into a tax-free Roth IRA while strategically minimizing or eliminating income taxes on the conversion.

MUNI REPLACEMENT

Leveraging ordinary income offsets allows municipal investors to transition to higher-yielding income strategies while maintaining the benefits of tax-free earnings.

TAX-ADVANTAGED
UNWIND

: Investors can use capital gain offsets to refine prior financial planning decisions—such as 1031 exchanges, annuities, and exchange funds—while smoothly shifting to a more optimized investment strategy. Additionally, retirees can strategically unwind real estate holdings as they relocate from high-cost to lower-cost states, maximizing financial efficiency.

GROWTH

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INCOME

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PRESERVE

Today’s investors have to contend with extreme price movements in all types of asset classes, global wars, debts/deficits all in a volatile political setting, plus an eventual recession (at some point) all amid elevated valuations. I think its safe to say that after 15 years of massive wealth creation in nearly everything, it may be time to start focusing on wealth preservation—or at least protecting those massive gains. But preservation & protection usually comes with a hefty tax payment. Not anymore.

Our Trusted Partners

We leverage the Axxcess Platform to provide a truly unique offering partnering with the industry’s best and brightest to bring clients a best-in-class investment experience.