Tech Professionals 50+ Retiring in 1-5 years with $2M to $30M?

Get a Retirement Clarity Plan to optimize taxes, portfolio and income so you fund your bucket list with confidence.

Maximize retirement income

Minimize lifetime tax

Manage health care costs

Balance enjoying life & leaving a legacy

Wealth management and financial planning for retirees and pre-retirees

Chris Cox, CEPA, Wealth Advisor

With over 20 years in the industry, working with those near retirement allows us to make the greatest impact. Aligning our tools, skills, and services with the needs of retirees empowers us to help our clients reach their goals and dreams with greater confidence.

We’re built to solve the specific financial questions you face in retirement

Build a comprehensive financial plan and dashboard

Optimize Social Security benefit

Create an income plan using Retirement Income Guardrails

Legacy planning & family meetings

Manage concentrated positions to reduce tax liability

Plan for long-term care needs

Prepare your assets for market volatility

Charitable giving & gifting strategies

The Process

Ready to brighten your financial future?

Let’s start the journey together.

Contact

Chris@BrightsideWM.com
(415) 494-9281

Disclosures

Form ADV Part 2A

The content is developed from sources believed to be providing accurate information. This site is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Portside Wealth Group LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.

Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.