Real Stories, Real Results

Our case studies help you picture two things:

  • The value we bring to the table

  • A better understanding of what working with us looks like

Read our Case Studies

August client letter

Brian & Susan | Just Retired

Primary Goals: reduce taxes, improve investments, and preserve their wealth effectively
Read Their Story
August client letter (2)

Timothy | Near Retirement

Primary Goals: maximize his money.
Read His Story

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Contact Us:


1255 Scott St
San Diego, CA 92106
Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

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The Professionals associated with After-Tax Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) tax professionals of Nathan Medina Tax Services and not affiliated with LPL Financial. Tax, accounting and CPA related services offered through Nathan Medina Tax Services. Nathan Medina Tax Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.