Conversations with Gino

Financial Spotlight

Tax season is rapidly approaching. In addition to meeting with a tax professional to manage your returns, have you considered the advantages of also collaborating with a Certified Financial Planner™?

Wealth advisor Gino Stumpo recommends that his clients meet together with both their financial advisor and their tax advisor to discover valuable insights for minimizing current and future taxes. “Now is the opportune moment to assess your financial team and ensure you’re in capable hands,” says Gino, who is part of Stumpo Wealth Management Group at UBS. “Exploring the benefits of partnering with a Certified Financial Planner™ can prompt consideration of other financial professionals in your life, including a tax professional, who serves a distinctly different role. Tax planning involves a proactive analysis of future cash flow, much like assembling a puzzle. Delving into strategic considerations like a Roth IRA conversion can be prudent for future tax scenarios.”

Gino’s expertise makes him the ideal partner for this journey. “I believe a financial concierge understands that managing wealth goes beyond numbers and investments,” says Gino. “To ensure you’re partnered with the right professionals, let us optimize your wealth with precision and harmony.” For a thorough assessment of your financial landscape, contact Gino for a consultation. Your financial goals deserve a synchronized approach, and Stumpo Wealth Management is there to make it happen.

Disclaimer: Gino Stumpo is a Financial Advisor with UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial advisor for a copy. ©UBS 2024. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.