Taxes are inescapable for virtually all of our clients and are a significant consideration for many of them. We at WMA are experts in understanding and mitigating the tax consequences of portfolio management. We have a thorough understanding of the relationship between taxes and investment returns. We are keenly aware of the tax consequences of both overall portfolio structure and of specific transactions. And we exercise great care in the appropriate placement of investments within taxable and tax-deferred accounts. Asset location is often as important as asset allocation. WMA professionals continually monitor and review portfolios for tax opportunities and perform detailed analysis when assets are sold.
However, tax considerations cannot dominate the portfolio management process. Factors such as required rate of return, risk tolerance, individual accumulation and consumption patterns and any unique circumstances play major roles in the structure and management of our clients' portfolios.
NOTICE: Please remember to contact Wealth Management Advisors, Inc. if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to be available to you upon request. Past performance is no guarantee of future results.