WEALTH & TAX PLANNERS LLC

Overview

Wealth & Tax Planners LLC is a small, client-focused advisory and brokerage firm that concentrates on individual and family relationships. The firm functions as a capital allocator and combines advisory services—financial planning, portfolio management for individuals and small businesses, and selection of other advisers—with brokerage and insurance distribution. Its investment posture is equity-oriented: exchange-traded equities are the dominant holding type, and the firm uses both discretionary and non-discretionary mandates. Wealth & Tax Planners is not positioned as an ESG investor and does not present as a multi-state advisory network. Service delivery mixes fee models (percentage of AUM, hourly, and fixed fees) with product distribution activities. That combination indicates the firm can manage discretionary portfolios while also arranging insurance solutions and placing financial products such as annuities when appropriate. The activity of selecting other advisers points to a willingness to allocate client capital to third-party managers when the mandate calls for it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices