Stop Leaving Money on the Table. Start a Conversation That Could Change Your Financial Life.
Discover How Much You Could Be Saving on Your Taxes In Just 30 Minutes
You’re successful. You’ve built a great business, a thriving practice, or a valuable portfolio. But with that success comes a heavy tax burden. And you can’t shake the feeling that you’re paying more than you need to.
No obligation • Complete confidentiality • Free consultation
What if you could get clarity on your tax situation in just 30 minutes?
What if you could talk to an expert who understands the unique challenges and opportunities that come with your level of success? What if you could walk away from that conversation with a clear understanding of the strategies that could save you tens, or even hundreds, of thousands of dollars a year?
That’s exactly what you’ll get when you book a complimentary, no-obligation strategy session with one of our expert tax strategists, Derek Miser or Sam Tutko.
In Your Free 30-Minute Strategy Session, You Will:
Get a complimentary analysis of your current tax situation
We’ll take a look at your income, your investments, your business, and your real estate, and we’ll give you our honest assessment of where you’re leaving money on the table.
Discover the tax-saving strategies that are right for you
We’ll explain the advanced, sophisticated strategies that could have the biggest impact on your tax bill, and we’ll show you how they would work in your specific situation.
Understand the potential savings
We’ll give you a realistic estimate of how much you could be saving each year by implementing a proactive, strategic tax plan.
Learn about the Miser Method
We’ll explain our unique, integrated approach to tax and wealth management, and we’ll show you how our team of in-house experts can help you achieve your financial goals.
Schedule A Time To Connect Using The Calendar Below
This is not a sales call. This is a strategic analysis session designed to provide you with immediate value. You’ll walk away with a clear understanding of what’s possible for your financial future, and you’ll have a roadmap for how to get there.
There is no cost and no obligation. The worst-case scenario is you learn something new about your taxes. The best-case scenario is you start a relationship that could save you millions of dollars over your lifetime. Don’t let another year go by where you’re paying more in taxes than you need to. Take control of your financial future today.
Trusted by High-Net-Worth Families Across East Tennessee
"Within our first year working with Derek and his team, we saved over $31,000 in taxes we didn’t even know we were overpaying. Their coordinated approach found opportunities our previous advisors missed completely."
Robert and Linda Chen
Tellico Village
"The peace of mind is invaluable. Knowing that our attorney, tax advisor, and investment manager are all working together gives us confidence in every financial decision we make."
James Mitchell
Farragut
"We thought we had everything figured out after 30 years of successful business ownership. The Miser team showed us we were leaving money on the table every single year."
David and Patricia Williams
Knoxville
East Tennessee's Premier Integrated Wealth Management Firm
Tellico Village Office
212 Village Square
Loudon, TN 37774 US
Farragut Office
12802 Kingston Pike, Ste 102
Knoxville, TN 37934 US
Securities offered through registered representatives • Investment advisory services through Miser Wealth Partners, LLC. Legal services provided by licensed Tennessee attorneys • Tax services provided by enrolled agents
© 2024 Miser Wealth Partners, LLC. All rights reserved. Your financial information is protected by the highest standards of confidentiality.
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Result: $31,000 annual tax savings, 4.2% portfolio improvement
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.