Work With an Advisor to Optimize Tax-Loss Harvesting

Tax-loss harvesting is a core strategy we use to help our clients keep more of what they earn. By strategically realizing losses, we can help offset capital gains with the goal of reducing taxable income. That means we build plans to turn market volatility into an opportunity to improve after-tax returns while staying aligned with your long-term investment goals.

Ready to put volatility to work for you? Talk with our team to see how proactive tax strategies like tax-loss harvesting can help strengthen your after-tax results and keep you on track toward your long-term goals.

Book a tax strategy session using the form below. 

For clients with $1M or more in investable assets

Investable assets include cash or cash equivalents, brokerage accounts (e.g. stocks, EFTs), savings, checking, CDs, 401(k), IRA, 403(b), and certain alternative or private investments.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Please see our Privacy Policy for more information about how we collect and use your personal information.

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), please see our CCPA Privacy Notice.

Our Tax Planning Approach 

The goal of our fiduciary tax planning advisors is to help clients create and maintain the greatest amount of after-tax wealth. We focus on long-term strategies that minimize your cumulative tax bill over a lifetime, rather than just looking at a single tax year. 

By implementing thoughtful tax-reduction strategies, we integrate tax planning seamlessly into your broader financial plan—creating benefits that extend far beyond today and support your overall wealth, legacy, and philanthropic goals. 

Book a Strategy Session

Why Investors May Use Tax-Loss Harvesting:

  • High-Net-Worth Strategies: We specialize in tailored, exclusive strategies for affluent individuals and families.

  • Boutique Service Backed by Institutional Strength: Enjoy the personalized attention of a boutique firm with the expertise and resources of a large institution.

How We Can Help Navigate Tax-Loss Harvesting: 

  • Fiduciary Commitment: As fiduciary advisors, we put your interests first in every recommendation.

  • Recognized Private Wealth Management Leader: We believe our integrated approach positions us among the best private wealth management firms in the industry.

Other Tax Strategy Services Our Fiduciaries Offer

  • Tax-Efficient Distribution Planning to Optimize Retirement Income

  • Tax Preparation and Compliance for Accurate Reporting

  • Asset Location Strategies to Maximize Investment Efficiency

  • Inherited Asset Planning to Minimize Tax Impact for Beneficiaries

Why Choose Focus
Partners Wealth?

  • High-Net-Worth Strategies: We specialize in tailored, exclusive strategies for affluent individuals and families.

  • Boutique Service Backed by Institutional Strength: Enjoy the personalized attention of a boutique firm with the expertise and resources of a large institution.
  • Fiduciary Commitment: As fiduciary advisors, we put your interests first in every recommendation.

  • Recognized Private Wealth Management Leader: We believe our integrated approach positions us among the best private wealth management firms in the industry.

Ready to elevate your financial future?

Schedule your personalized consultation with one of our wealth advisors today.
Let’s design a wealth management experience that reflects your ambitions—and the legacy you’re building.

Recognized by

Focus Partners Wealth has been named on Financial Advisor Magazine’s America’s Top RIAs list 2025

We are pleased to announce Focus Partners Wealth has been named as the top fastest growing RIA firm in the country by FA Magazine.

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Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

20 Focus Partners Wealth Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List

We are excited to announce the following Focus Partners Wealth associates were recognized on the 2025 rankings.

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20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.
20 Advisors on Forbes 2025 Best-In-State Wealth Advisors and 1 Advisor on Forbes 2025 America’s Top Wealth Advisors. Awards were received on April 8, 2025 for data as of June 30, 2024. No compensation was paid for consideration of this award. The award criteria and methodology are available to view at this link.

Disclosures:
This reflects the opinions of Focus Partners, may contain forward-looking statements, and presents information that may change. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. Services described may not be suitable for all clients.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. 

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), please see our CCPA Privacy Notice.

 

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