FIND AN ADVISOR
12348 High Bluff Drive, Suite 240 San Diego, CA 92130
PH: (858) 952-1858 | Email: ecohen@stratoswp.com
We work together through a documented planning process to help grow your wealth, preserve assets, create income you can live on, and transfer your legacy in a tax-efficient way.
“Understanding your goals and ensuring you feel informed, understood and in control every step of the way is my priority.”
Preserve What You’ve Built — Turn “What If” into “What Now.”
Your financial future deserves a thoughtful plan. In a constantly changing market environment, it’s important to understand how your portfolio may respond — and how you can make proactive, informed adjustments.
What if inflation keeps rising?
What if healthcare costs increase?
What if Social Security benefits change?
With our Scenario Evaluator, you can explore how your current portfolio may react to 30 different real-world market events. More importantly, you’ll receive guidance to help you evaluate options and make confident, personalized adjustments.
Managing after-tax returns can have a big impact.
Tax management can be just as important as risk and fee management. Four ways to help improve tax-efficiency with our Tax Evaluator:
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Tax- free and tax-sensitive investment strategies
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Continuously identify tax-loss investment opportunities
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Monitor and avoid capital gains
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Consider low-cost, tax-efficient investments
Plan for your Goals
Make more
informed decisions
Tax Efficiency
Informed Understood
In Control