The Power of Integrated Tax & Wealth Management

Your Wealth. Your Taxes. Fully Coordinated.

For high-net-worth individuals and families, tax strategy should never be an afterthought. At Gottfried and Somberg Wealth Management, we believe that world-class wealth management requires seamless integration with proactive tax planning.

That is why we have brought the in-house expertise of a Certified Public Accountant (CPA) dedicated year-round to serving our clients.* This unique model transforms tax compliance into a powerful, consistent component of your holistic wealth strategy.

Are Your Wealth & Tax Strategies Working Against Each Other?

Most wealth management firms coordinate with your external CPA only when needed. Our approach is fundamentally different: our Manager of Private Client Tax Practice is an integral part of your wealth management team.

Individual & Corporate Tax

Maximize your tax efficiency with our CPA's preparation and planning services, covering every level of federal, state, and local tax law for businesses and individuals alike.

Estate & Trust

Our CPA provides specialized tax support for estates and trusts, ensuring accurate preparation and clear guidance on the intricate details of fiduciary tax law.

Tax Consulting

Achieve greater synergy in your finances through our CPA's specialized tax consulting, delivered in close collaboration with our wealth management professionals.

Proactive Tax Planning for Your Complex Life

Proactive Tax Planning

Year-round tax strategy integrated with wealth, investment, and estate planning.
This includes forecasting, scenario modeling, and timing strategies to minimize lifetime and annual tax exposure, not just filing returns.

In-House Preparation of Complex Tax Returns

Preparation and review of high-value individual, trust, and closely held business returns, handled in-house when appropriate.

Tax Coordination & Oversight with External CPAs

For clients who retain outside accountants, GSWM Tax acts as the quarterback—reviewing returns, coordinating strategy, and ensuring consistency across advisors.

Gift Tax

CPAs provides gift tax services, including preparation, planning, and guidance on reporting requirements and related tax considerations

Business & Liquidity Event Tax Planning

Strategic tax planning for:

Business sales
Succession planning
Major liquidity events
Multi-entity structures

Family Office & Multi-Entity Tax Strategy

Integrated planning across individuals, trusts, partnerships, and entities commonly found in family office structures.

Stop Reacting to Tax Season. Start Planning for Your Future.

Success stems from an integrated tax strategy in every investment, business, and estate decision.

By bringing a dedicated CPA into the heart of our wealth management process, we offer a level of coordination that is uncommon among traditional advisory firms. Experience the confidence that comes from a unified team working toward a single goal: your financial success.

Meet Our Manager of Private Client Tax Practice

Ready to see the GSWM Tax difference?

*Tax preparation services offered by GSWM Tax, LLC are separate from and unrelated to Commonwealth.