There are thousands of advisors who will only pick and/or manage investments. There is an equal group that will only create a financial plan, or have a limited set of options, such as insurance products, to create a solution. We at Seelan Wealth Strategies, LLC (SWS) and Advanced Tax Consulting, LLC (ATC) believe our clients deserve more than that. We provide thought-leadership in all aspects of our clients’ tax planning, financial picture, mentoring them to make solid financial decisions that are consistent with their values and goals. So often clients hear from a broker, “you’ll have to ask your CPA that”, “that’s an insurance question”, or “you’ll have to ask an attorney to see if you need a trust”. It is rare to find an advisory team that has the experience and demonstrated competency, backed by credentials, to handle the myriad of issues that should arise in complex tax planning, investment and wealth management. We are among the few.
The key to reducing your tax bill and increase your wealth is through planning. ATC uses Internal Revenue Code and develop concepts and strategies to give you the savings that you really need. Our TEAM will show you how proactive tax planning can have significant tax savings.
Building and preserving your personal wealth requires specialized attention. We give you one-on-one guidance and a comprehensive financial plan that helps manage risk, improve investment performance, and ensure the growth and longevity of your wealth.
In our Wealth Strategies we offer correlated and non-correlated Investments with the stock market to maximize our client’s investment performance. Our focus is to help our clients to minimize market fluctuations and meet their financial goals.
Navigating today’s business and personal tax environment requires professionals who can help you comply with increasingly complex regulations while also minimizing their impact. Constantly changing rules means having a team who knows you, your business and the tax implications. Our professionals meet your investment needs, helping you manage tax risk, control costs and reap maximum benefit.