Summit Wealth & Retirement Partners | Danville, CA

Integrated Tax Planning

Because financial planning without tax planning just isn’t good enough – you deserve both.

We're not just here to help you look for deductions at the end of the year.

Proactive tax planning is a year-round thing and tax ramifications are an ever-present component of true financial planning.

Fully Integrated

Tax Planning as part of a larger investment and wealth management strategy

Pure and simple, effective tax strategy is an integral part of wealth management and the allocation of investments that come with that.

There are fantastic CPA’s and other tax advisors in The Bay Area and beyond, but the value of working with Summit Wealth & Retirement Partners is our ability to pull the pieces together efficiently as we develop and refine your financial roadmap – Allowing us to compliment one with the other and more effectively minimize your tax liabilities as a result.

Key Benefits:

Optimize investment and withdrawal schedules to maximize your money now and pay less in taxes later

Grow & maintain your assets in the most efficient way possible

Reduce estate, gift & other taxes during wealth transfers

Avoid unnecessary fees & penalties

No missed opportunities

Constant monitoring of tax changes and their impact on your financial plan

With on-site tax expertise, provided by our sister company Summit Tax Planning (formerly known as Data Count Tax), when we say we offer tax planning we mean it. We have a former Tax Director from Ernst & Young who is part of the Summit Team and is here to help our clients make the most of their tax situation.

The future is not something that just happens.

It is something you create.

Let's Create Your FutureLet's Create Your Future
Investment Management
February 12, 2018

Apparently Market Volatility Is Back

As always, if you have any questions about your portfolio, the market, or anything else that’s keeping you up at night just give us a call and we can discuss.…
Danville, CA retired couple in a classic Thunderbird Retirement Planning
January 10, 2018

Can You Retire in 2018?

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compass over stocks page in newspaper representing Danville investment guidance Investment Management
December 21, 2017

Investing vs Speculating – Part 2

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