Taxes come into play within your investment, estate and business strategies. Our goal is to help you protect your family, support your business and manage your assets, so tax planning plays a prominent role in all of the strategies we create for you.
Our team of professionals will work closely with your tax and legal advisors to discuss the different options you face and the tax consequences to those decisions. We will also work with you to create an estate tax strategy that minimizes your taxes on the transfer of your wealth to your loved ones.
Our experts stand ready to help you coordinate a comprehensive plan to address you income, capital gains and estate tax needs.
Deposit and loan products are offered by Sandy Spring Bank, Member FDIC and Equal Housing Lender.
Investment Services are Not FDIC Insured, Not Guaranteed and May Lose Value.