The Strategy Once Reserved for $30M+ Investors May Now Be Available to You
Discover how True Wealth Design’s TALS™ strategies are designed to pursue enhanced after-tax outcomes — and potential six-figure tax savings — for entrepreneurs, executives, and other high-income, high-asset investors
Turn Taxes Into an Asset
The most important number isn’t what you make — it’s what you keep. Traditional investment approaches focus on pre-tax returns and pay insufficient attention to one of the most powerful drivers of long-term wealth: tax efficiency.
True Wealth Design’s High-Income, High-Asset, Professional’s Guide to Tax-Aware Investing explains how TALS™ — Tax-Aware, Long-Short, Investing and Tax Strategy™ — aims to help you more effectively build and preserve after-tax wealth.
Inside the guide, you’ll learn:
- Why tax-loss harvesting, direct indexing, and real estate strategies tend to be limited in their tax efficiency
- How TALS™ strategies can create “tax assets” that may reduce or defer taxation on both ordinary income and capital gains
- What it takes to integrate TALS™ strategies into broader financial and tax planning
Download the Guide
Built for High Earners Who Expect More from Their Wealth Management
True Wealth Design is an independent fiduciary, providing wealth management and tax services to entrepreneurs, executives, and professionals who value clarity, coordination, and results.
Recognized among Crain’s Fast 50 firms, we combine sophisticated financial planning and tax strategy with institutional-level investment expertise — all delivered through deeply personal, client-first service from experienced, highly credentialed professionals.
Our mission is simple yet powerful: to help clients live better lives through smarter, integrated wealth management.
(The strategies referenced apply to SEC Accredited Investors & SEC Qualified Purchasers.)
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