Tax Optimization Planning

Gruver Wealth Management of Wells Fargo Advisors strives to preserve your portfolio with tax optimization strategies during every stage of the investment process.

There are many strategies that may be appropriate for high net worth tax planning. We may decide to strategically incorporate tax-enhanced index funds into your portfolio. We may choose professionals who believe in holding concentrated portfolios and/or low portfolio turnover to manage your investments. We may continually look for tax-loss harvesting opportunities designed to further increase your portfolio's tax effectiveness. Or, we may place your investments into entities for estate planning and wealth transfer purposes that seek to ensure as much of your irreplaceable capital as possible is passed on to your family or your charity.

Whatever the decision, we work to ensure a unique investment plan and tax-efficient strategy that’s right for you and your family.

Gruver Wealth Management and Wells Fargo Advisors are not legal or tax advisors. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help meet your financial goals.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX