A superpowered marriage of investing and tax

Expert public and private investment strategy paired with proactive tax planning for high net worth individuals

Do you feel confident in the plan for your:

  • Retirement

  • Company Sale

  • Private Investing

  • Tax Planning

  • Real Estate Sale

Welcome to the Interwise experience

Our integrated approach of public and private investment strategy paired with Certified Public Accountant proactive tax planning allows us to design and help execute forward-looking tax strategy. We strive to incorporate these pillars into your financial journey.

Fiduciary Standard

Always put the client first

Premium Client Service

Speed and quality of professional service

Integration

Deliver comprehensive financial and tax planning ¹

Independence

Remain independent from any bank or wirehouse to have full autonomy to select investment offerings

Transparency

Full disclosure of all costs, fees, and commissions ²    

Visibility

Real-time, comprehensive view of your resources, goals, tax plan, and probability of success ³

Who We Serve

Proven Results

  • 8X Firm Growth in the Last 10 Years driven primarily by current client referrals as of June 30, 2024

  • $1M+ reduction in taxable income each for multiple clients through transaction planning

  • $200K+ capital loss deduction for multiple clients through proactive tax loss harvesting while keeping them invested in the market

  • Millions of dollars in total reduced or deferred taxable income across all clients

Strategic Partnerships

Our independence allows us to work with renowned organizations who manage trillions in assets.

Founder’s Message

We have helped many with world class experience and expert credentials find millions in tax deductions they had been missing for years. You owe it to yourself to see if you are leaving money on the table. 

We would love to review your information and let you know what we would do if we were in your shoes…

Our intent is to delight client families with premium expert service. We do this by helping clients efficiently realize their dreams with expert tax, planning, and investment advice.

Rich Wagner, CPA, MAcc, PFS, AIF

Knowledge is power

We leverage our team’s collective experience with the goal of provididing holistic, expert advice for your unique situation.

The designations above refer to awards, degrees, and credentials or prior experience that team members have earned or accomplished.
Organizations listed do not endorse the content of this website.

How to Partner with Us

1 | Schedule a free call with an Advisor

Tell us how we can help you with a complimentary meeting.

2 | Fill out a financial goal plan

Help us understand your goals and current situation.

3 | Send us any tax returns, investment documents and financial statements for review

We understand the ins and outs of financial planning. The more information we have, the better we can help.

We know the stakes are high

You need an expert to guide your retirement, buyout, investment strategy, estate plan, or other significant financial events.