Tax-Managed Strategies

Tax-Managed Strategies Managing taxes to keep your money working for you

Taxes are often one of the largest expenses faced by high net worth individuals and families. ORBA Wealth Advisors deliver proactive, tax-efficient strategies. Our solutions are designed to help you keep more of your hard-earned money working for you. Our income and transfer tax expertise is part of a holistic, integrated financial planning process that we call full-circle support.

Asset allocation management among taxable and tax-deferred accounts
Withdrawal strategies from taxable and tax-deferred accounts
Tax strategies for concentrated investment holdings
Planning for low and no basis investments
Coordination of capital gain recognition
ROTH IRA conversions
Tax effective gifting strategies
Estate, gift and generation skipping tax planning
Social security optimization
State and local tax planning

Professionals

Collin Woulfe
Private Client Associate

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

James Pellino, CPA
Chief Operating Officer

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Blogs

Asset Management Goals-Based Planning Philanthropy & Gifting Risk Mitigation/ Insurance Tax-Managed Strategies Wealth Transfer Strategies Wealth Management

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Newsletters

Wealth Management Group Newsletter – Summer 2024

Tax Connections Newsletter – Summer 2024

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Firms News

11.03.23

ORBA Wealth Advisors Welcomes Collin Woulfe as a Private Client Associate
ORBA Wealth Advisors, providing wealth management for high-net-worth individuals and families, is pleased to announce the appointment of Collin Woulfe as its new Private Client Associate.

06.08.20

Message from Managing Director Mark Thomson

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move