Personalized Wealth Management Services
Who We Are
Why Choose Us
Our Planning Approach
Meet The Team
Intergenerational Wealth Planning
Outlook 2023: Finding Balance
We are fully committed to you and your family
Nathan Medina, CFP, Founder of After-Tax Wealth Management
Retirement For Firefighters
Intergenerational Wealth Transfer
Learn how we can help your wealth management by identifying tax advantages.
Trust & Estate Planning Strategies
Guidance and strategies to help fulfill your vision for the future.
Strategic Philanthropy & Grantmaking
Personal giving strategies that compliment your passions and purpose.
Deferred Retirement Option Plan (DROP)
Tax Planning, Withdrawls, and Rollover Services.
401K and Deferred Compensation
Understanding your investment options.
Still looking for more info?
Contact us to start your needs assessment today.