News Details

Jul 31, 2026 .

Top 5 Tax Strategies Advisors Use With Wealthy Clients

As Featured In: Barron’s Advisor

Omar discusses how financial advisors urge wealthy clients to consider advanced tax tactics to lower taxes on retirement investments ahead of tax season, highlighting the growing importance of strategic planning for high-net-worth individuals.

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This post summarizes content originally published by Barron’s Advisor. It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.

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