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Enhanced investment platform offered exclusively to the clients of Avid Wealth Partners.
At Avid Wealth Partners, our commitment to delivering top-tier wealth management services is unwavering. We understand that our clients value personalized and innovative wealth management and we are thrilled to be enhancing our investment platform with 55ip's cutting-edge capabilities and tax-smart technology.
Here's what this means for you:
#1: Enhanced Strategy Optimization
Our investment team will utilize 55ip's tools to design even more robust, personalized strategies tailored to your financial goals.
#2: Tax-Smart Investing
55ip's ActiveTax Technology enables tax-efficient transitions, management, and reporting to boost after-tax returns. On average, firms using 55ip save clients 2.82% on taxes.*
#3: More Personalized Service
With 55ip streamlining our operations, we will have more time to understand your unique needs and provide customized advice.
#4: Efficient Behind-the-Scenes Management
55ip's platform allows our team to operate more efficiently so your portfolio receives our full attention.
Our ultimate goal remains the same - to create a diversified, risk-adjusted portfolio aligned with your objectives. 55ip enhances our ability to accomplish this in a tax-smart way. We are committed to maximizing your after-tax returns while minimizing taxes owed.
Check out a sample Client Tax Savings Report or learn the massive value of Tax-Smart Investing with the below link!
Please let us know if you have any questions about how this exciting new platform benefits you!
*Based on independent analysis of ~$200B in AUM across multiple client segments. Actual results may vary.
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