Tax-Optimized Wealth Management

Get a Tax-Optimized Financial Plan

Connect with a financial advisor in your area for a free, no-obligation consultation.

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Smart Planning for Long-Term Growth

At Jenkins Financial Strategies, we believe every financial decision should consider tax impact. That’s why tax optimization is an integral part of our financial planning process. You’ll work directly with a financial advisor who partners with seasoned CPAs to develop strategies that protect your wealth and keep your portfolio aligned with your goals.

Seamless Integration of Tax Strategies

Estate Tax Planning

Charitable Giving Guidance

Strategic Asset Location

Year-Round Tax Planning

Tax-Loss Harvesting Strategies

Tax Filing & Preparation Support

Advice That Puts You First

As an independent, fiduciary wealth management firm, we’re legally and ethically bound to act in your best interest—always.

  • No commissions or product-driven recommendations
  • Independent and client-focused
  • Transparent, tailored advice
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Your Tax Plan, Proactively Managed

Our team doesn’t just react at tax time—we plan throughout the year to help reduce liabilities, improve cash flow, and align your tax strategy with your long-term financial goals. From managing today’s returns to preparing for tomorrow’s transitions, we deliver expert guidance across all life stages.

Trusted Tax Professionals

You'll be supported by experienced tax advisors who work closely with your financial team to understand your full financial landscape. Our CPAs prepare your filings and develop proactive strategies, ensuring you’re prepared for changes in income, legislation, or life.

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Let's Talk

Connect With a Financial Advisor

We work with clients nationwide through secure virtual meetings—offering the same personalized guidance and expertise from the comfort of your home.

**Preparation and filing of taxes, estate plan documents and ongoing bookkeeping services are not included in the account management fee and would be covered under separate agreements.