Wealth Management That Embraces Tax Planning

(Instead of Ignoring It)

You work hard to help build a better future.  Unfortunately, taxes can take a big bite out of your progress.  But most financial advisors don’t pay enough attention to tax strategies.

Specialized Expertise with a Focus on Taxes

You work hard to help build a better future.  Unfortunately, taxes can take a big bite out of your progress.  But most financial advisors don’t pay enough attention to tax strategies.

Specialized Expertise with a Focus on Taxes

That’s where Patriot is different:

By paying less in taxes, you can achieve your goals faster.

The Objective Advice You Need

Did you know that “conflicted advice” is estimated to cost Americans more than $17 billion…every year

Conflicted advice is part of many of the big brand name business models.  While all firms may look the same to consumers, the reality is that some of these firms pay their advisors on commission.  These firms also may sell their own higher-fee products, then incentivize their advisors to recommend those to you. 

How can you avoid conflicted advice?

As a fully independent firm, Patriot is a fiduciary with no ties to mutual fund or insurance companies.  So instead of conflicts of interest, you just get the objective advice you need to make the most of your future. 

The Experience to Help You Achieve More

Of course, a consumer-friendly business model doesn’t mean much if you have inexperienced people advising you. 

At Patriot, our small team is composed of seasoned professionals, each with decades of experience.  We can help you find the right strategies so your money works harder for you. 

Learn more about what we do.