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Tax-Efficient Wealth
After-tax outcomes are the only outcomes. Tax is the first lens on every decision, coordinated with your Cooper Norman CPA team.
Read more about tax-efficient wealth →The 360 Framework
Tax. Investing. Estate. Planning. Coordinated.
The 360 Framework is what makes Cooper Norman Wealth different from a generalist advisor. Every recommendation runs through all four lenses u2014 every quarter.
Why a Framework
Coordinated decisions outperform coordinated luck.
Most wealth advice is reactive u2014 a portfolio review when markets move, an estate update when laws change, a tax conversation when April approaches. The 360 Framework runs all four lenses on every recommendation, every quarter, in the same conversation.
The Four Lenses
How each lens works in practice.
Click through to each discipline page for the full breakdown.
Invest
Investment Management
Portfolio strategy aligned to your tax position and business interests.
Estate
Estate & Legacy
Plans that survive the business u2014 and the valuation pressure that follows.
Plan
Comprehensive Planning
Retirement, risk, cash flow, and reinvestment u2014 one strategy, not five. Quarterly reviews built in.
Read more →The Quarterly Cadence
What happens in the first ninety days.
Start to first quarterly review. Six steps; the first three matter most.
Step 01
Introduction
Your existing Cooper Norman CPA makes the warm introduction. No cold outreach, no qualifying call.
Step 02
The 360 Review
One meeting covers tax position, portfolio, estate posture, business interests, and goals.
Step 03
Proposal
Scoped engagement letter with the full published fee schedule. Nothing hidden.
Step 04
Coordination
Strategy documented + shared across your Cooper Norman team within 14 days.
Step 05
Execution
Tax sequencing and reinvestment with both teams in the room.
Step 06
Quarterly Review
Quarterly deep review. Open-door access in between.