We After-Tax Wealth Management focuses on working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.
After all, it’s what you keep that matters.
Specialist serving City of San Diego Firefighters and High-Net-Worth Families
Learn how we can help your financial planning by identifying tax advantages.
Nathan Medina, CFP®, Founder of After-Tax Wealth Management
Watch our video to understand how we help strategically align your decisions to pursue tax-advantaged investments and intergenerational wealth transfer
Learn why real-time tax and investment expertise are needed to support your wealth goals and legacy
Accumulating retirement wealth is one thing, minimizing taxes on withdrawals is another.
- Years of dedicated and trusted service for City of San Diego Firefighters
- Personalized retirement guidance and tax-advantaged income planning
- Expertise to help you understand DROP (Deferred Retirement Option Program), when to enter, and what to do when you retire
- Access to objective investment experts for your DROP account distribution strategies
Preserving future wealth for what’s most important to you
- Tax Consulting for your wealth today and your family’s tomorrow
- Intergenerational Wealth Management that aligns investments, trust accounts, and estate planning with tax advantages
- Charitable Giving Strategies to support your vision of the future