Reviresco Wealth Advisory

Are some of your investments a loss instead of a win? There’s a strategy called Tax-Loss Harvesting that can help turn things around! With Tax-Loss Harvesting, you can:

✔️ Reduce your tax bill (now and in the future)
✔️ Trade investments that are down for similar assets that are up
✔️ Offset $3,000 of income on a joint tax return in one year

Now make sure you stay away from what’s called a “wash sale” – this is when your tax write-off gets denied because you purchased the same investment or a "substantially identical" investment within 30 days before or after the date you sold the loss-generating investment.

This may sound like a fine line to tread, but I’m here to help. If you want to learn more about which assets are a smart choice for Tax-Loss Harvesting, feel free to reach out!

As year-end approaches, our team at Reviresco Wealth Advisory is helping clients evaluate potential tax loss harvesting opportunities with care and intention. Thoughtful planning can help align realized losses with a broader tax strategy, but it requires a detailed and proactive review rather than rushed, last‑minute decisions.

We encourage investors to examine unrealized positions, consider future income expectations, and ensure any moves support long-term portfolio objectives—not just short-term tax outcomes. Effective coordination between investment management and tax planning is essential for high‑net‑worth households, especially during a busy planning season.

If you’d like our team to review your portfolio before year-end, now is an ideal time to begin the conversation.

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.

Mid-year is an ideal time for affluent households to step back and reassess the foundation of their estate, tax, and investment planning. As the second half of the year approaches, our team at Reviresco Wealth Advisory encourages clients to review key details like beneficiary designations, account titling, charitable intentions, and potential capital gains exposure before year-end demands begin to build.

A thoughtful mid-year review helps ensure your strategy remains aligned with your long-term goals, especially for families navigating complex wealth considerations. It also reinforces the proactive, coordinated approach that supports confident decision-making in your broader financial life.

If it has been a while since your last review, this is a valuable moment to revisit your plan and prepare for the months ahead. We’re here to help you evaluate each moving piece with clarity and intention.

What part of your estate or tax plan do you want to feel more confident about this year?

As incredibly important as estate planning is, it can be easily overlooked. Swipe to take a look at the 4 key pillars of estate planning 📜💼

Remember, it's never too early or too late to make prudent financial arrangements! If you have any questions about estate planning, feel free to reach out.

Inheriting a partner’s wealth can bring a mix of grief, responsibility, and uncertainty. At Reviresco Wealth Advisory, we understand how emotionally and financially complex this transition can be for surviving spouses and First Beneficiaries.

Our team helps bring clarity through a coordinated review of cash flow, tax considerations, estate documents, insurance coverage, and investment strategy. This structured approach can create stability during an overwhelming time and help you move forward with confidence.

If you or someone you love is navigating this transition, we invite you to schedule a planning conversation with our team.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

At Reviresco Wealth Advisory, we recognize that charitable giving is more than generosity — it is a meaningful way to align family values, support important causes, and strengthen long-term legacy planning.

A thoughtful strategy can help high-net-worth families incorporate philanthropy into a broader estate and tax plan, ensuring gifts are both impactful and efficient. From donor-advised funds to structured giving programs, coordinated planning helps preserve multigenerational intentions while managing tax implications responsibly.

Our team is here to help you explore charitable goals that complement your overall financial picture. Reach out if you’d like to discuss how philanthropy can fit into your coordinated plan.

Our team understands the complexities and emotions involved in planning for an anticipated inheritance.

That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance.

Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.

Tax loss harvesting can be a valuable planning tool for high-net-worth investors, but it's often misunderstood. At Reviresco Wealth Advisory, we view it as part of a broader, long-term tax and investment strategy—not a reaction to short-term market headlines.

By intentionally realizing losses in a portfolio, investors may offset realized gains and improve overall tax efficiency. However, the decision to harvest losses should be coordinated with portfolio construction, future cash flow needs, and a family's long-term tax picture.

As a virtual family office, our team integrates tax planning, investment management, and comprehensive wealth oversight to help ensure strategies like tax loss harvesting support your broader financial plan.

If you're wondering whether tax loss harvesting is appropriate for your portfolio, we invite you to reach out and start the conversation.