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Tax-focused Wealth Management and Tax-Efficient Financial Planning in Fort Smith, AR


Maximize Your Wealth with Tailored Financial Planning

At Old Fort Wealth Management, we understand that financial success is built on more than just saving and investing—it’s about making strategic decisions to help you retain more of your hard-earned money, by reducing your tax burden.

Everything you do with your money has an impact on your tax return. Therefore, we believe that a successful wealth management plan must include tax planning. By coordinating investment management with tax planning, we focus on creating personalized strategies that align with your financial goals. This approach helps minimize tax liabilities, ensuring better outcomes and potentially more money in your pocket.

Reduce Your Taxes, Build Your Future

Effective tax planning is a vital part of any strong financial strategy. At Old Fort Wealth Management, we collaborate with you to assess your current financial situation and create tax-efficient plans that can help promote wealth growth. Whether your goals are to reduce income taxes, minimize estate taxes, or take advantage of tax-deferred growth opportunities, our team of experts has the experience and knowledge to guide you through every step of the process.


Why Choose Old Fort Wealth Management?

Personalized Approach

We take the time to understand your financial goals and concerns, building a plan that is tailored specifically to your needs


Expertise You Can Trust

As an experienced Financial Planner and Tax strategist,  Melanie Radcliff CPA  and Old Fort Wealth Management  are  here to provide guidance on even the most complex financial issues.

Comprehensive Services

From investment management to retirement and tax planning, we offer a full spectrum of services to help you achieve your financial objectives.

Tax-efficient financial planning is a powerful tool for growing and protecting your wealth. At Old Fort Wealth Management in Fort Smith, AR, we’re committed to helping you navigate the complexities of taxes and build a strategy that secures your financial future.
Contact us today to schedule a consultation and take the first step toward reducing your tax burden and growing your wealth with confidence.


Strategies That Work for You

Retirement Planning

Planning for retirement is more than just contributing to an IRA or 401(k). We help you implement tax-deferred or tax-advantaged accounts and develop strategies for tax-efficient withdrawals to make the most of your retirement income.

Estate Planning

Investment Management


We develop customized tax-efficient investment portfolios designed to potentially maximize returns while minimizing tax implications. Our approach focuses on capital gains strategies, tax-loss harvesting, and asset location to enhance your portfolio’s tax efficiency.

Investment Management

Estate and Legacy Planning

We assist you in minimizing estate and inheritance taxes through strategic gifting, trusts, and other tools, ensuring that your wealth is passed down to future generations with the least possible tax impact.

Estate Planning

Business Owner Solutions

If you are a business owner, we provide tax strategies customized for your company’s needs. From maximizing deductions to selecting the appropriate business structure, we’ll assist you in minimizing your business tax liabilities while concentrating on long-term growth.

Wealth Management
Navigation for Retirement:   The TAXNAV system  

Navigation for Retirement:   The TAXNAV system  

Like a GPS mapping system you use for long road trips,  our system guides you through income planning with Tax Optimizing technology.     Each Turn, each choice,  affects your success and outcome for that longest road trip of all:  Retirement!  Time may not be on your side.  Every year you waste could cost you.  Tax changes are likely down the road.