Tax-Intelligent Investment ÃÛ¶¹ÊÓƵ 
ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵ Built Around You
Are you considering everything?
Wouldn’t it be great to plan your financial future with all aspects considered? Founded by a CPA in 1983, ÃÛ¶¹ÊÓƵ is a leader in tax-intelligent investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens. ÃÛ¶¹ÊÓƵ planning, wealth management and retirement planning are all integral components to consider when planning your goals with a tax-intelligent approach. Want to learn more about these three areas?
ÃÛ¶¹ÊÓƵ is ranked as one of the top independent broker-dealer firms, with over $92 billion in assets under administration across all 50 states.1
1As of December 31, 2023.
Tax-Smart Is Good. Tax-Intelligent Is Better.
We understand that managing your tax burden is an essential part of managing the overall performance of your assets. ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵs take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.
Contact Us
Are you an ÃÛ¶¹ÊÓƵ client with a question?
Your dedicated ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵ should be the first person you speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account.
Available Monday through Friday, 8:00 AM – 5:00 PM CST.
CALL US (888) 438-3781
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Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an ÃÛ¶¹ÊÓƵ financial professional.