Ultra Tax Efficient Wealth ManagementSM

Introducing
Ultra Tax Efficient Wealth ManagementSM

Add significant tax benefits to your personalized financial plan

Tax efficiency matters when building wealth.

Tax deferral and tax-loss harvesting are well known wealth building strategies that magnify the already powerful benefit of compounded returns over a long period of time.

And, most tax deferral tactics have limitations based on market conditions or restrictions regarding liquidity.

Until now, investors have had to accept the limitations of tax deferral strategies because there has been no other way to avoid losing meaningful portions of wealth to taxes.

The Power of Tax Deferral

$1m portfolio: End value over different holding periods (assumes 10% pre-tax annual return and 30% tax rate)

The graph above is an illustration of mathematical principles used to demonstrate the impact of taxes and compounding on returns. Returns and tax rates are not reflective of any actual or expected investment outcomes or tax rates. Actual results cannot be guaranteed and will vary.

SOURCE: HWM calculations (available upon request)

Enter: Ultra Tax Efficient Wealth ManagementSM

UTEWMSM is a strategy that reliably and predictably realizes losses to offset capital gains elsewhere in your portfolio–without sacrificing significant upside or adding meaningful risks.

 

Ultra Tax Efficient Wealth ManagementSM employs a sophisticated long-short overlay that strategically realizes investment losses and defers gains, generating tax savings that can continue to compound for as long as the gains are deferred. Your investment portfolio can create substantial tax benefits while still generating market returns.

Over a lifetime these compounded tax savings can be substantial, with the potential to increase suitable investors’ wealth by 30-50%.

Developed over 25 years of investment management research and experience, Ultra Tax Efficient Wealth ManagementSM makes it possible to:

  • Defer capital gains taxes indefinitely, enhancing long-term compounding
  • Generate consistent tax losses to offset taxable gains
  • Proactively rebalance your portfolio to protect target allocation 
  • Access your underlying funds without triggering unnecessary tax liabilities
  • Diversify concentrated stock positions while minimizing the impact of large taxable events
  • Save you millions in taxes over time compared to traditional strategies
By leveraging Ultra Tax Efficient Wealth ManagementSM, investors like yourself can strategically minimize tax liabilities, enhance portfolio growth, and preserve more of your wealth for the future–without compromising your ability to enjoy it now.

Ready to find out if you’re a suitable investor for Ultra Tax Efficient Wealth ManagementSM?

UTEWMSM is perfect for any investor who has (or will have) substantial unrealized capital gains from assets such as employer or other highly appreciated stock, business sale proceeds, and real estate.

To strategize a plan for minimizing your tax burden without compromising on investment quality or liquidity, get in touch.

We look forward to showing you the power of Ultra Tax Efficient Wealth ManagementSM in building your wealth for today, for all of your tomorrows, and for generations to come.
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Curiosity piqued? Learn more about how UTEWMSM works:

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Ultra Tax Efficient Wealth ManagementSM

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How Tax Aware is Your Investing Strategy? Introducing Ultra Tax Efficient Wealth ManagementSM

Contact Us

Hendershott Wealth ManagementSM, LLC

11 Municipal Drive, Ste 200, Fishers, IN 46038 (primary mailing address)
2570 N. First Street, Second Floor, San Jose, CA 9513

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Disclaimer: All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful. Advisory services provided by Hendershott Wealth Management, LLC (“HWM”), an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content in this article is for information purposes only and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All examples in this document are hypothetical. Past performance is not a reliable indicator of future performance. Hypothetical performance results have many inherent limitations, some of which, but not all are described herein. No representation is being made that any fund or account will or is likely to achieve profits or losses similar to those shown herein. In fact, there are frequently sharp differences between hypothetical performance results and actual results subsequently realized by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk and no hypothetical trading record can completely account for the impact of financial risk in actual trading.

The realized tax benefits associated with the tax-aware strategy may be less than expected or may not materialize due to the economic performance of the strategy, an investor’s particular circumstances, prospective or retroactive change in applicable tax law, and/or a successful challenge by the IRS. In the case of an IRS challenge, penalties may apply.

There is no guarantee, express or implied, that long-term return and/or volatility targets will be achieved. Realized returns and/or volatility may come in higher or lower than expected. There is a risk of substantial loss associated with trading commodities, futures, options, derivatives and other financial instruments. Before trading, investors should carefully consider their financial position and risk tolerance to determine if the proposed trading style is appropriate. When trading these instruments, one could lose the full balance of their account. It is also possible to lose more than the initial deposit when trading derivatives and using leverage. All funds committed to such a trading strategy should be purely risk capital.

Shares of appreciated assets cannot be restricted and must be unencumbered. Security must have a minimum market cap of $1B and be a constituent of the Russell 3000 Index.

*Investment minimums apply. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

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