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.

Deferred Retirement Option Plan (DROP)

Tax Planning, Withdrawls, and Rollover Services.

401K and Deferred Compensation

Understanding your investment options.

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Contact us to start your needs assessment today.