Broker Check

Old Fort Wealth Management

Financial Advisor

(479) 488-4635

At Old Fort Wealth Management, we are obsessed with making sure your investment plans, retirement income and estate are TAX OPTIMIZED.  You deserve to be in the lowest tax bracket for life, and to reduce the tax burden you leave behind to those you love.  It simply requires planning.  Coordinating closely the tax consequences with the investment strategy can result in a better outcome,  more income and reduced tax bite.