Howard Wealth Management Group - RBC Wealth Management - Strategies and Solutions for Taxable High-Net-Worth Portfolios

Preserve more of what you earn.

We design tax-considerate portfolios and strategies to help minimize unnecessary tax drag while maintaining diversification and long-term growth.

Asset Location Optimization: Strategic asset location across accounts, placing the right investments in the right accounts to improve tax efficiency.

Capital Gains & Income Strategy: Thoughtful timing and structuring of gains, income, and distributions to reduce tax impact.

Ongoing tax-loss harvesting: Systematic opportunities to offset gains and improve after-tax performance.

Sector concentration management and risk diversification

Coordination with your CPA and estate attorney: Aligning investment strategy with estate planning to help preserve wealth across generations.

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.

Asset allocation and diversification do not assure a profit or protect against loss.

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