“We are fully committed to you and your family”

Nathan Medina, CFP, Founder of After-Tax Wealth Management

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.

Family Wealth Planning

Fostering the conversations necessary to manage assets after transitions are made.

401K and Deferred Compensation

Understanding your investment options.

Still looking for more info?

Contact us to start your needs assessment today.