Don’t let unnecessary taxes drain your wealth. Partner with SchierWealth today and discover tailored strategies that help you protect, preserve, and maximize every earning.
At SchierWealth, we understand that taxes can erode investment gains if not managed strategically. That’s why our tax optimization service is designed to ensure your portfolio, whether in digital assets, traditional markets, or hybrid structures, is always positioned with maximum tax efficiency. Unlike firms that only react during tax season, we integrate proactive tax strategies into every investment decision we make on your behalf.
What We Do
Crypto-Focused Tax Strategy
We navigate the complex tax landscape of digital assets, including capital gains on crypto trades, staking rewards, token swaps, and cross-border transactions. Every decision we make for you considers tax implications up front.
Global Tax Positioning
Many of our clients invest and operate across multiple jurisdictions. We build structures that reduce tax friction internationally, ensuring compliance while leveraging local advantages.
Personalized Wealth Structures
Whether you’re starting with $25,000 or managing multimillion-dollar estates, we design tax-efficient pathways for growth from optimized holding periods to asset class diversification and trust structures.
Why It Matters
Every 1% saved in taxes is 1% more compounding toward your financial goals. SchierWealth ensures you don’t just earn, you keep.
Example Scenarios
A crypto investor reducing taxable events by structuring trades through optimized holding timelines
A business owner leveraging crypto gains with traditional deductions to lower overall taxable income
A high-net-worth client establishing multi-jurisdictional entities to minimize estate transfer taxes
Example Scenarios
A Crypto Investor
A crypto investor reducing taxable events by structuring trades through optimized holding timelines
A Business Owner
A business owner leveraging crypto gains with traditional deductions to lower overall taxable income
A high Net-Worth Client
A high-net-worth client establishing multi-jurisdictional entities to minimize estate transfer taxes
Who It’s For
Everyday investors seeking to retain more of their crypto gains
Business owners diversifying into digital assets
Professionals with income from multiple sources (salary, business, or investments)
High-net-worth individuals seeking global tax efficiency
Families and estates looking to minimize tax burdens during wealth transfer
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Secure your financial future. Don’t let taxes erode your gains. Contact SchierWealth today to explore personalized, tax-efficient strategies for your investments.
