Tax planning

Tax Strategy & Planning

Tax Decisions Made With the Whole Year in Mind

Effective tax planning is about more than filing returns. At Flintridge Private Wealth, we help you make informed financial decisions throughout the year with proactive tax strategies that support your long-term financial goals.

Image

Forbes Best-In-State Wealth Advisor

2024, 2025, 2026

Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.

Image

Five Star Wealth Manager

2025, 2026

Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.

Image

#2 on Barron's as Top 100 RIA Firms

2026

Barron’s rankings awarded in September 2026 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn More.

Image

#8 on Forbes as America’s Top RIA Firms

2025

Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

Flintridge Private Wealth is a fee-only fiduciary advisory firm.

How Tax Fits Into the Bigger Plan

The Return Is the Last Step, Not the Plan

Thoughtful tax planning is integrated into every aspect of your financial strategy, helping you make informed decisions throughout the year—not just when it's time to file.

Every Account Gets Read Together

Your 401(k), your brokerage account, and your Social Security timing don't get evaluated one at a time — a decision in one changes what makes sense in the other two.

Reduce Surprises at Tax Time

By planning ahead, we help identify opportunities to improve tax efficiency and reduce unexpected tax liabilities whenever possible.

Distributions Get Planned, Not Just Taken

Required distributions, withdrawal timing, and Social Security claiming all move your tax bill — we plan around that instead of reacting to it after the fact.

Tax Planning That Works Year-Round

We use technology to enhance the planning experience, not replace the personal relationship. Our process combines financial planning, investment management, portfolio analytics, tax planning, and ongoing monitoring into one view of your financial life.

Throughout the year, our engagement is proactive, not a once-or-twice-a-year check-in. We start the year by reviewing your goals, portfolio positioning, cash flow, and upcoming planning opportunities. From there, we monitor investments, tax considerations, liquidity needs, and any changes in your circumstances — and use ongoing communication to make adjustments as they come up.

The goal is for you to feel your financial plan is being actively managed, not sitting on a shelf until the next annual review. Someone is paying attention between meetings, not just before them.

How We Stay On Top Of It

The Annual Review

We start the year by reviewing your goals, portfolio positioning, cash flow, and upcoming planning opportunities, and set the tax strategy for the year ahead.

Continuous Monitoring

Between meetings, we watch for tax considerations, liquidity needs, and life changes — and make adjustments as they come up, not just once a year.

Tax Planning Services

Our Core Tax Planning Strategies

Retirement Tax Planning

We develop tax-efficient retirement income strategies that coordinate withdrawals, retirement accounts, and other income sources to help improve long-term outcomes.

Roth Conversion Strategies

When appropriate, we evaluate Roth conversion opportunities that may reduce future tax liabilities and provide greater tax flexibility in retirement.

Tax-Efficient Investing

We coordinate investment decisions with your overall tax strategy by considering asset location, tax-efficient investing, and long-term planning opportunities.

Capital Gains Planning

We help you manage capital gains by thoughtfully timing investment sales and coordinating strategies that support your overall financial objectives.

Medicare & Income Planning

Our planning considers how retirement income can affect Medicare premiums and tax brackets, helping you make informed decisions before important deadlines.

Coordinated Tax Planning

We work closely with your CPA or tax professional to help ensure your investment, retirement, and tax strategies remain aligned throughout the year.

Your CPA Stays in the Loop

We Loop In Your Tax Preparer, Not Work Around Them

If you already have a CPA or a tax preparer, we don't try to take that relationship over. We share what we're doing — the moves we're considering, the timing questions that matter — so what shows up on your return matches what we actually planned for.

When You Need a Preparer, We Can Point You to One

Some clients want everything handled by one team. When that's the case, we can connect you with a tax professional we've worked with before, so the preparation and the planning stay in sync instead of happening in two disconnected conversations.

Office Location

Visit Our Pasadena Office

Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.

Pasadena Office

Flintridge Private Wealth

251 South Lake Avenue

Suite 800

Pasadena, CA 91101

Mon - Fri: 9:00 AM to 5:00 PM

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

© Copyright 2026 Flintridge Private Wealth. All Rights Reserved. Web Design By GenieBoost.