Our Services
Tax Planning
We provide year-round tax planning services that integrate seamlessly with your investment and financial strategies. Our focus is on tax-efficient investing, income tax optimization, and estate tax mitigation to help you keep more of what you earn.
For many families, taxes are the single largest expense over a lifetime. Yet most advisors treat them as an afterthought, something to worry about at filing time. At Revise, we integrate tax strategy directly into your portfolio and planning process so you keep more of what you earn.
Our Approach
- Tax-Efficient Investing: Structure portfolios to minimize unnecessary capital gains and ordinary income exposure.
- Roth & Conversion Strategy: Identify opportunities to reposition assets into tax-advantaged accounts during favorable years.
- Withdrawal Sequencing: Map out how and when to draw from taxable, tax-deferred, and Roth accounts to extend portfolio life.
- Estate & Gift Tax Coordination: Structure accounts and transfers to maximize efficiency for heirs and charitable giving.
- Year-Round Strategy: Taxes aren’t seasonal—we plan continuously as laws, markets, and your income evolve.
What Makes Revise Different
Portfolio-Integrated
We don’t bolt on tax advice; we embed it into portfolio construction itself.
Forward-Looking
Instead of reacting each April, we position assets to reduce tomorrow’s tax burden today.
Collaborative
We coordinate with your CPA or estate attorney to ensure everything works seamlessly.
Who We Serve
While Revise is open to all, our tax planning services are particularly well-suited for:
- Families seeking to reduce the drag of taxes on their long-term compounding.
- Professionals facing complex equity, RSU, or deferred-comp taxation.
- Retirees who want to draw income without triggering avoidable tax events.
FAQs
Stock options, RSUs, and deferred compensation can create wealth, but they also create tax complexity and concentration risk. We help you turn these packages into long-term wealth instead of uncertainty.
We specialize in stock options (ISOs and NSOs), restricted stock units (RSUs), and deferred compensation. We also address concentrated positions in employer stock.
Yes. We build strategies around exercise timing, sale windows, and diversification to manage taxes while protecting upside.
We create plans to gradually diversify while still respecting your company’s growth potential. The goal is to balance opportunity with protection.
No. While we have deep experience with professionals at companies like Apple, Google, Microsoft, Amazon, and Tesla, our framework applies to any professional with complex equity packages.
HR or plan administrators can explain mechanics, but they cannot design a coordinated tax and portfolio strategy. We integrate compensation with your broader financial life.
Next Steps
The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
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