Tax planning: Navigate your taxes with confidence.
With a Facet membership, we’ll walk alongside you, providing the guidance you need to maximize your tax strategies.
Tax strategies to help keep more of what’s yours
Taxes can put a damper on many areas of your financial life. Facet uses three tools to minimize their impact on your money while maximizing what you keep.
Tax-smart investing
Invest in thoughtfully chosen ETFs to minimize taxes on your earnings. This lets you keep more money working for you in the long run.
Offsetting gains
By strategically selling some investments at a loss, you can offset past gains. This can help you keep more of your hard-earned money.
Tax-advantaged accounts
Utilize proven methods like IRAs, 401(k)s, Roth accounts, and municipal bond funds that offer tax benefits to grow your money faster.
How a Facet memberships work.
Our flat-fee model mean no commissions, ever.
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.