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Tax-Managed Investing

"It's not what you earn,

it's what you keep."

Taxes are integral to planning and certainly transcend into investment management. There are many variables we consider when constructing a portfolio, but often times the after-tax performance is rarely discussed.

We've integrated our capacity as a licensed tax professional to focus on after-tax performance, ensuring true returns are attributed to your overall wealth.


Tax drag is the effect taxes have on a portfolio. The amount of gains a portfolio experiences, also generates taxes, such as capital gains and dividends

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Trusts can be used for many purposes.

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  • Revocable Living Trust - permits you to eliminate going to probate court and transfer assets to named beneficiaries.


  • Pour-Over Will – includes naming guardians for minor children and directs assets to the trust if you neglect to transfer title to your living trust during your lifetime.


  • Community Property Agreement - clarifies who owns what at the time the trust document is established and maximizes income tax planning at the death of the first grantor.


  • Comprehensive Transfer Form - transfers ownership of your assets to your Revocable Living Trust.

  • Certification of Revocable Living Trust - a summary or short version of your Revocable Living Trust.


  • Financial Power of Attorney - outlines and gives someone authority to manage your financial affairs if you are unable to do so.


  • Health Care Documents - Health Care Power of Attorney, Health Care Directives and HIPAA Release - empowers someone to make health care decisions on your behalf, including outlining your wishes about the withholding or withdrawal of any and all medical treatment.


Other Documents:

  • Personal Letter of Direction

  • Information for Survivors

  • Funding Instructions

Delivered in an organized binder and digitally stored in an online Vault.

Working from Home

This is an important step for yourself and if you'd like to chat a little before starting, we're here to help. You can schedule a call or use the form below to connect with us.

We look forward to speaking with you!

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© 2021 BOLT Wealth Management LLC

BOLT Wealth Management LLC is a California registered investment adviser

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