Minimize Taxes, Maximize Wealth

Tax-Smart Wealth Management for Founders, Executives, and High-Net-Worth Investors

Taxes can be one of the biggest drags on wealth creation - especially if you have high income, concentrated stock, or liquidity events. Our advanced strategies are designed to mitigate the effect of taxes on your wealth. We help you:

Reduce your tax bill by offsetting ordinary income

Diversify out of concentrated positions tax-efficiently

Generate recurring tax benefits from long-short tax-loss harvesting

Defer capital gains taxes by reinvesting in commercial real estate

Schedule a tax strategy session

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The Certuity Difference

✔️ Expertise – As entrepreneurs ourselves, we understand complex taxes, liquidity events, and concentrated stock risk. We've guided clients through these transitions and can help you navigate their financial and personal complexities.

✔️ Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities. We can also minimize future tax drag by optimizing your wealth ahead of liquidity events, whether it’s an IPO, sale, or secondary.

✔️ Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.¹

Our Advanced Tax Strategies

Keep More of What You Earn

High earners face limited options for reducing taxable income.

Our institutional-level tax mitigation strategies can generate ordinary losses to offset various types of income, including W2, pass-through, business, and interest income.

Diversify Without the Big Tax Bill

If you’ve built wealth from one or a few stocks, you’re at risk. A market downturn could lead to outsized losses while selling shares could trigger a big tax bill.

Preserve wealth while reducing risk by selling out of concentrated stock positions and rebalancing into diversified equities in a tax-efficient manner.

Create Consistent Tax Savings

Traditional long-only approaches may run out of benefits after a few years.

Long-short tax harvesting can increase the magnitude of tax benefits, provide consistent tax benefits across market environments, and mitigate portfolio risk for concentrated positions.

Keep Real Estate Wealth Working

Move from direct ownership of investment and commercial property to diversified, professionally managed portfolios - while deferring capital gains taxes.

We structure transitions that maintain tax efficiency, increase diversification, unlock estate planning benefits, and create passive income opportunities.

About Certutiy

Certuity is an industry-ranked wealth management firm and multi-family office founded in 2003. As an independent, fee-based registered investment advisor, we operate under the fiduciary standard, meaning we are legally obligated to act in our clients' best interests.

Our mission is to protect and grow the wealth of our families through comprehensive and personalized service.

Leadership You Can Trust

We don’t just talk about excellence—we’re ranked for it.

Forbes named us a Top RIA Firm in 2025. 2
Our advisors have been featured in Barron’s Top Financial Advisors. 3

We deliver—year after year.
Experience the caliber of advice your wealth deserves.

Schedule a consultation.

Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. This material and the strategy described herein are intended for U.S. taxable investors. Any reduction in taxes depends on an investor’s specific tax situation. Tax savings do not include the effect of fees or expenses, including any management fees or margin interest expenses. Past performance is no guarantee of future results. There can be no guarantee that Certuity or any of its investment partners will be able to produce these, or any, results in the future, including within any hypothetical timelines referred to herein.