Tax planning

Tax Planning Services

Tax Strategies Designed to Help You Keep More of What You Earn

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.

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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.

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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.

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#3 on Barron's as Top 100 RIA Firms

2025

Barron’s rankings awarded in September 2025 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.

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#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.

Tax Planning as Part of Your Financial Plan

Smart Tax Planning Starts Long Before Tax Season

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.

Your Financial Strategy Working Together

We coordinate your investments, retirement accounts, income, and tax planning so every part of your financial life works toward the same objectives.

Reduce Surprises at Tax Time

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

Coordinated Retirement & Tax Strategies

Retirement income, Social Security decisions, required distributions, and investment withdrawals all have tax implications. We help bring these pieces together into one comprehensive plan.

Long-Term Tax Efficiency

From tax-aware investment strategies to retirement distribution planning, we help you make financial decisions that can improve your after-tax outcomes over time.

Plan Ahead. Stay Tax Efficient.

Tax planning that works alongside your financial plan.

Tax planning is most effective when it's part of a comprehensive financial strategy. We provide year-round guidance and coordinate with your CPA or tax professional to help ensure your investment, retirement, and income decisions are reflected in your overall tax plan.

Coordinated support from trusted professionals.

When additional tax expertise is needed, we work alongside qualified tax professionals to help keep your financial plan and tax strategy aligned. By coordinating investment, retirement, and tax decisions, we strive to create a more efficient and organized approach to managing your wealth.

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.

Our Tax Planning Process

Clear insight. Thoughtful strategy.

Tax planning at Flintridge Private Wealth starts with understanding your complete financial picture. From the beginning, we use advanced planning tools such as Holistiplan to review your tax returns and financial data in detail. This allows us to identify planning opportunities, highlight potential risks, and uncover strategies to help you keep more of what you earn.

Step 1: Understand Your Full Financial Picture

We begin with a detailed conversation about your income, investments, retirement plans, and long-term goals. At the same time, we securely review your existing tax documents using professional tax analysis software to identify deductions, inefficiencies, and potential planning opportunities specific to your situation.

This step gives us a clear, data-driven foundation so your plan is built with accuracy and intention from the start.

Step 2: Build a Tax Strategy That Fits Your Life

Next, we design a personalized tax strategy that supports both your current lifestyle and your long-term financial goals. This may include Roth conversion planning, income timing strategies, investment placement decisions, Medicare-related income considerations, and retirement withdrawal planning.

Every recommendation is integrated with your overall financial plan so your tax strategy works in harmony with your investments, retirement, and cash flow needs.

Step 3: Ongoing Adjustments and Guidance

Your financial life is always evolving—tax laws change, markets shift, and personal circumstances adjust over time. We meet with you regularly to review your plan, monitor progress, and make proactive updates when needed.

This ongoing process helps reduce surprises, improve clarity, and keep your tax strategy aligned with your broader financial goals year after year.

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

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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.

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