Your Success Demands More Than Just Tax Compliance. It Demands a Proactive Strategy.
No obligation • Complete confidentiality • Free consultation
"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
We go beyond basic deductions to implement sophisticated strategies like Charitable Remainder Trusts and Cash Balance Plans, often saving our clients over $200,000 annually.
We constantly monitor tax law changes to protect you from new taxes and capitalize on new opportunities, ensuring you're always ahead of the curve.
We work with your legal team to create a tax-optimized estate plan that preserves your wealth for future generations, minimizing taxes and maximizing your legacy.
We leverage advanced techniques like cost segregation studies and 1031 exchanges to maximize deductions and cash flow from your real estate portfolio.
You didn't achieve your success by thinking small. So why is your financial team still using the same basic strategies as everyone else? At Miser Wealth Partners, we've built a firm specifically for high-net-worth individuals like you.
Our integrated team of attorneys, tax specialists, and financial strategists work together to create a comprehensive, proactive plan that minimizes your taxes, grows your wealth, and protects your legacy. We call it the Miser Method, and it's the new playbook for financial success.
Specialized Expertise
We focus exclusively on advanced tax strategies for high-net-worth individuals. This isn't a small part of our business; it's our entire business.
The Power of Integration
Our in-house team of legal, tax, and financial experts collaborate on your behalf, ensuring a level of coordination that siloed advisors simply can't match.
Proactive & Forward-Looking
We don't just look at last year's taxes; we look at the next 10 years of your financial life, positioning you to thrive in any legislative environment.
A Proven Track Record
Our clients save, on average, over $200,000 a year in taxes. The results speak for themselves.
A retiring business owner was facing a seven-figure tax bill on the sale of his company. We implemented a Charitable Remainder Trust that deferred the entire capital gains tax, created a lifetime income stream for him and his wife, and left a lasting legacy to their favorite charity.
Tax Savings: $1.2 Million
A real estate investor with a large portfolio of rental properties was missing out on significant deductions. Through a series of cost segregation studies, we unlocked over $500,000 in immediate depreciation deductions, dramatically increasing his cash flow.
Tax Savings: $500,000+
A surgeon was paying nearly 50% of her income in taxes. We created a custom-designed Cash Balance Plan that allowed her to contribute over $250,000 a year pre-tax, slashing her current tax bill and supercharging her retirement savings.
Annual Tax Savings: $120,000
Your financial future is too important to leave to chance.
Schedule a complimentary, no-obligation tax analysis with one of our experts. We'll review your situation, identify potential savings, and show you how our proactive approach can transform your financial life.
Absolutely. The strategies we implement are all 100% legal, ethical, and well-established in the U.S. Tax Code. They are the same strategies used by the ultra-wealthy to legally minimize their tax burden. We simply make them accessible to you.
Most CPAs are excellent at tax compliance – making sure your returns are filed correctly. However, they are not typically trained in proactive, advanced tax strategy. We are specialists who focus exclusively on this area, allowing us to identify opportunities that generalists often miss.
We operate on a transparent, fee-based model. While our fees may be higher than a traditional CPA, the tax savings we generate for our clients almost always exceed our fees by a significant margin. In fact, we guarantee you'll save more in taxes than you pay in our fees, or we'll refund the difference.
We handle all the heavy lifting. Our process is designed to be as efficient as possible for you. After our initial discovery phase, we manage the implementation and ongoing monitoring of your strategies, keeping you informed with regular updates.
Yes. While we are based in Tellico Village, we work with clients across East Tennessee and beyond. We offer secure virtual consultations to make our services accessible to everyone who needs them.
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
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.
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.