THE RIGHT PARTNER CAN MAKE ALL THE DIFFERENCE
not your typical financial services firm. We do much more than manage money. We do what we love, with clients who share our vision and values. We like it that way and we think you will too. In an industry that is constantly changing, our culture of independence, quality, and community remains steady.
IN AN INSTANT, LIFE CAN CHANGE
Most financial advisors and firms focus on investment management and operate primarily in this "single lane". While investment management is certainly important, it does not cover every stage of a family's financial journey, nor can it anticipate and protect against life's unforeseen events. Gaughan Wealth Management's entire focus is holistic financial planning—not only investment management but risk mitigation, retirement, tax, and estate planning. It's our belief, whether you have $1,000,000 or $20,000,000, or anywhere in between, if an event happened and that event caused you to lose all or most of your money, it really doesn't matter how that money is "positioned". The event itself could negatively impact, or worse, devastate your lifestyle. Suddenly, asset allocation and year-to-date portfolio performance are put in perspective. Our mission at Gaughan Wealth Management is to help clients develop specific strategies to monetize and protect assets, minimize taxes, maximize growth, and transfer wealth.
STRATEGIC TAX PLANNING IS VITAL FOR EVERY CLIENT
Do you know the long-term effect of taxes on your wealth? Here's the problem - most financial advisors, including CPA's, do not offer tax minimization planning. In fact, according to a study by Herbers & Company, only 18% of accountants offer tax planning advisory services, and only 1 in 3 clients receive some tax planning advice from their accountants. Yet, by far, the largest erosion of wealth occurs at the hands of Uncle Sam. Most of our clients are looking to improve their tax situation. If you share our goal of paying the least lifetime tax possible, under the law, we can help.