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Tax-Focused Investments

Tax-Focused Investments

At Couto DeFranco we understand that each individual and family have unique investment needs. We provide clients with custom strategies that align your investments with your goals, tax position and future needs. We create comprehensive financial plans for clients and manage the ins and outs of your asset allocation. We take care of the numbers, so you don’t have to. It is our pleasure to guide you on your investment journey.