Tax planning can be more art than science. It often takes a certified public accountant (CPA) with a tax specialization, as well as an investment specialist, and perhaps even experts in real estate, trust law, and more. That’s part of what makes our approach to tax planning unique. We’re all about reaching a Quorum. Partner Sue Mazzetti explains.
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Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Quorum Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
