Wealth management advisor shaking hands with his clients, at an office in San Diego.

Tax Analysis & Strategy

The right strategy can turn obligation into opportunity. That’s why we create proactive tax strategies designed to help you keep more of what you’ve earned and strengthen your financial position year after year.

Tax Analysis & Strategy

The right strategy can turn obligation into opportunity. That’s why we go beyond annual filings to create proactive tax strategies designed to help you keep more of what you’ve earned and strengthen your financial position year after year.

You worked hard to earn it, we’ll work hard to preserve it.

Our advisors are here to design a forward-thinking approach that fits seamlessly within your broader wealth plan. Though we do not file your tax returns, we do work hand-in-hand with your tax and accounting team to identify ways to minimize tax impact, maximize savings, and align every part of your financial life toward your long-term goals.
Explore how we help clients protect their earnings through a variety of strategies, including:

Tax loss harvesting

We’ll help you use investment losses to offset gains and reduce your tax bill — keeping your portfolio balanced and your long-term goals on track.

Utilizing/optimizing Roth IRAs

Together, we’ll evaluate your tax situation to see how we can proactively implement Roth conversions or back-door Roth strategies to minimize future tax payments and maximize long-term growth.

Corporate retirement plan creation

For business owners, we design and evaluate retirement plan options that enhance savings potential, reduce taxable income, and strengthen benefits for both you and your employees.

Optimizing your retirement

We’ll help you plan when and how to draw income in retirement, so you can keep more of what you’ve earned and avoid unnecessary taxes. We’ll also review how your taxable income affects Medicare costs and find ways to help manage premiums through thoughtful income and investment planning.

And  more
*All of these services are included for our asset management clients.

Tax laws change. Your goals evolve. Together, we’ll stay ahead of both.

From new legislation to life’s milestones, we adapt your tax strategy to meet what’s next — keeping you informed, protected, and prepared.

At Solas, you’ll always have a partner who takes the time to understand where you are today, so we can help you make smarter choices for tomorrow.

Skilled financial advisor meeting with a young mixed race couple to discuss tax and wealth strategy.

Tax laws change. Your goals evolve. Together, we’ll stay ahead of both.

From new legislation to life’s milestones, we adapt your tax strategy to meet what’s next — keeping you informed, protected, and prepared.

At Solas, you’ll always have a partner who takes the time to understand where you are today, so we can help you make smarter choices for tomorrow.

Skilled financial advisor meeting with a young mixed race couple to discuss tax and wealth strategy.

Protect your earnings, preserve your legacy, with Solas.

Partner with Solas Wealth Strategies to make every decision count toward a stronger financial future.