Our Approach

McDaniel Wealth Management believes that the only way to build a successful financial game plan is by incorporating tax planning into our wealth management approach. It’s called tax-smart investing and has the potential to deliver significantly greater wealth over time than a non-tax approach.

What is tax-smart investing? Every investment has tax implications. Tax-smart investing is the ability for our advisors to spot areas of vulnerability and opportunity throughout the year—not just at tax time. We identify ways to recoup losses during down markets, make sure your investments are in the right accounts to minimize tax liabilities, plan ways to minimize the tax burdens to your family when passing on your wealth and so much more.

One way to think about it is that our offensive strategy accrues your wealth, and our tax-planning defense helps you keep it. You need both to build a winning team.

How we’re unique

Many advisors claim to make tax-conscious decisions when creating your portfolio, but the strategies we apply at McDaniel Wealth Management are complex. Traditional financial professionals are generally not trained to give this kind of advice. Our team of CPAs and financial planning professionals is uniquely qualified in both wealth management and tax planning and have access to planning tools designed specifically for a tax-smart planning approach.

Call us today and let's talk about how tax-smart investing can impact your financial game plan.