Tax Smart Process

Let’s be tax smart with your money.
The other option really isn’t an option.

Investment Management

At Teixeira Wealth Management, the process of knowing how to properly invest capital on a tax beneficial basis is one of our foundational strategies. Having your investments held in the correct types of accounts and invested in a tax preferred method can help you lower your potential tax exposure. Our structured approach will help you keep more of what you have built.

Insurance Placement

Using specific insurance products can significantly help you build wealth on a tax preferred basis. Certain insurance can leverage wealth creation on a tax-free basis, while other insurance can build your wealth tax deferred. Knowing how to build a portfolio of these specific products is what Teixeira Insurance Services specializes in for our clients.

Real Estate Holdings

Owning real estate can provide many tax benefits. These can include certain write-offs on expenses, depreciation of costs over time, pass-through deduction of business income, 1031 tax deferred exchanges, and a limited exclusion of capital gains on a primary residence. Your CPA will help you with this tax reporting, while Teixeira Property Advisers will help you find the property to create these tax benefits.

Estate & Legacy Planning

With the estate planning landscape constantly changing, it is a necessity to stay current with your estate plan. Whether your goals include providing for loved ones, mitigating or avoiding probate, minimizing taxes, protecting assets, or an orderly distribution of assets, we can advise you on how to achieve what you want your legacy to be.

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