Your Financial Planner, CPA and Attorney Work Best When They Work Together

Financial advisers are able to provide you with better holistic advice when they are able to collaborate with their clients’ accountants and attorneys.

Three people working together in an office
(Image credit: Getty Images)

Imagine you had a sizable tax-loss to carry forward — a position that can give investors a lot of flexibility and provide a cushion against capital gains. Knowing that you have this arrow in your tax quiver, your adviser might look to upgrade your portfolio by trimming gains and deploying those proceeds into investments that have lagged, assured that these moves are taking place in a tax-efficient way.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment adviser. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Bleakley Financial Group and LPL Financial do not provide legal or tax advice or services. Please consult your legal or tax adviser regarding your specific situation.


This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Andy Schwartz, CFP®
Principal, Bleakley Financial Group

For over 30 years, Andy Schwartz has provided financial planning and wealth management services to clients throughout the country. As an independent adviser, his advice and guidance is always personalized and focused on the client's success. He is the founder and principal of Bleakley Financial Group, a wealth management firm servicing over $5.5 billion in client brokerage and advisory assets.