Taxes are an inescapable part of investing for virtually all of our clients and are always taken into consideration when constructing and rebalancing portfolios. At Coast Wealth Management we exercise great care in the appropriate placement of investments within taxable and tax-deferred accounts. We are keenly aware of the tax consequences of each transaction as well as the overall portfolio structure. CWM will continually monitor and review portfolios for tax opportunities and perform detailed analysis when assets are sold.
Although taxes are always considered, they do not dominate the wealth management process. Other factors such as required rates of return, risk tolerance, personal goals and objectives, and consumption play major roles in the design and management of portfolios.