✛ What we do
Tax, coordinated not bolted on
Tax-aware investing and planning coordinated with your CPA, from asset location and harvesting to the tax side of a liquidity event.
Greenridge Wealth coordinates the tax side of your financial life with your CPA rather than treating it as an afterthought. That means asset location, gain and loss harvesting, and planning around the tax consequences of equity and liquidity events.
Where tax strategy shows up
Taxes touch nearly every wealth decision. We plan for them in advance instead of reacting in April.
- Asset location across taxable and tax-advantaged accounts
- Tax-loss and gain harvesting within the plan
- The tax mechanics of RSUs, options, and concentrated stock
- Charitable strategy, donor-advised funds, and gifting
Working with your CPA
We do not replace your accountant. We coordinate with them so the investment plan and the tax return tell the same story.
Common questions
Do you provide tax advice?
No. Greenridge Wealth does not provide legal or tax advice; we coordinate with your own tax professional. The content here is educational and general, so confirm your specifics with your CPA.
When should tax planning start before a liquidity event?
Usually well before the event, because some of the most useful moves have deadlines. The earlier we can coordinate with your CPA, the more options stay open.
Start the conversation.
A first conversation is free and without obligation. We will tell you plainly how we would help, what it costs, and whether we are the right fit.
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