Partnerships

Life is a journey, travel it well

Your life is made up of chapters. In each stage, you have made financial decisions suited for that stage of life.

We support you by taking all of your individual financial decisions, integrating them into a cohesive, evolving financial plan that builds towards the chapters yet to be explored.

Unlock the potential of investment tax efficiencies

The key is in having the right wealth management team, focused on finding the best solutions for your unique situation.

What We Believe Support Should Be

Dedicating our efforts to seeing your goals accomplished

collaborative financial efforts

Coordination

Much of the work we do involves collaborative efforts among attorneys, accountants, CPAs and various other business professionals. We understand that the complexities of these synchronized collaborations can be daunting. It is for this reason that we act as your intermediary, ensuring that all efforts on your behalf work in concert as one team.

 

Resources

Problem solving is contagious. Often when we satisfy a requirement within our “wheelhouse”, we are asked about something outside our expertise. We find that if one client is asking, others may in fact also share the need for such a resource. Expanding upon specialized, professional partnerships can prove to be beneficial, especially if they too share in our commitment to best serve client interests with a high degree of integrity.

 

Financial Literacy

The complexity of any tax or financial strategy warrants deep understanding and insight.  We are not of the mindset that any two situations are identical, even if a similar strategy is being contemplated. We also acknowledge that our role is that of navigators and educators. We prefer to share each step, it’s implications, benefits and potential shortcomings with you at the center of each discussion to allow you the opportunity to make well informed decisions.

 

Service

We take the greatest pride in the degree of transparency in our working relationship with clients. Whether we are building a financial plan, managing your investments with tax efficiencies, solving for a risk management concern or bringing together additional expertise, we never consider our job done. Financial decisions both large and small, critical or seemingly minor have implications. We are here to be your second opinion or a reliable source for detailed information only a call or email away.

 

Wealth Management Team

Guillermo Silesky

Guillermo (William) Silesky

Combine expertise, character and integrity, and you have the values that William holds dear.  As the Founder of Tax Smart Investing & Planning, William chose to take on the challenge of building a dedicated practice incorporating tax implications into every aspect of wealth management.  This was not for the purpose of applying selective strategies, under certain circumstances, but to comprehensively approach all financial instruments with the goal of applying tax considerations for better after-tax outcomes.

Whatever stage you are in life or your business, William lends a unique perspective to your personal and financial planning and goals.  Influenced by achieving the best possible results for his clients, he aspires to embrace the possibilities and seek out the best partners, best strategies and best solutions.  He is a master of resources and understands that his vision of a financial practice focused on tax implications requires other business professionals just as passionate about successful client outcomes.  With a team of professionals of varied disciplines, he made is vision a reality.

William has spent the last 20 years creating solutions deeply rooted in business consulting, which has been the foundation of his success in financial services.  He believes that financial strategies that have worked yesterday may not work as well tomorrow and to stay ahead of the game requires in-depth knowledge, bold thinking, creative ideas and progressive strategies through carefully executed means.

Securities Series 6, 63, 65

California Insurance License #0E75644

Arthur Cooper

Arthur Cooper is the Managing Director of Cooper McManus, the Irvine-based Registered Investment Advisor, wealth management firm, holding the position of Office of Supervisory Jurisdiction (“OSJ”) for our branch of Cambridge Investment Research. With more than 25 years of experience in the financial services industry, he is an important member of our financial planning team for complex needs and creative financial planning strategies.

Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and values of our clients.

Securities Series 4, 7, 24, 53, 63, 65, 99

California Insurance License #0798385

arthur cooper
tonya collier

Tonya Collier

Tonya Collier, Acting Principal, is the regulatory cornerstone of Tax Smart Investing & Planning and Cooper McManus. She keeps us all in compliance and provides guidance, attending to every possible question or concern. If you have a problem, she will find the solution. A CERTIFIED FINANCIAL PLANNER™ professional, Tonya possesses a thorough understanding of both the advisor and broker/dealer sides of the industry making her a highly regarded compliance resource.

Along with her extensive industry knowledge, Tonya brings a level of energy to the team that is unparalleled. When it comes to handling concerns, Tonya is exceptionally responsive and definitely straightforward.

Securities Series 7, 24, 31, 66, 99

CA Insurance License #0D33819

 

Diane Bigelow

With more than 25 years of experience as in the Financial Services industry Diane is the assistant par excellence within the branch. She thoroughly understands the systems at both the Broker/Dealer and Investment Advisory level which really helps when we need to expedite work.

She matches her knowledge and expertise with a great sense of humor and calming smile and being always ready to help with great efficiency and kindness.

Security Series 7, Notary Public

diane bigelow

Partners

Winston Churchill once said: “We make a living by what we get, we make a life by what we give.” We pride ourselves on taking great care in the advice we present, the service we furnish, and the strategies we implement. The details leading up to your ideal solution often involve many internal, behind-the-scenes professionals in the process that we engage with every day. In the case of outside professionals, the organizations below have been instrumental in the support of successful past outcomes for clients.

Legal Professionals

Albrecht & Barney

albrecht and barney

Estate Planning experts and the largest trusts and estates law firm in Orange County

  • Superior client service in all aspects of estate planning from basic to advanced estate tax planning.
  • Expertise in business succession and charitable planning, through the trust administration and probate processes, as well as representation of beneficiaries, trustees and individuals in court and in front of the Internal Revenue Service.
Rasmussen Law Firm

rasmussen law firm

The Rasmussen Law Firm (a DBA for the Law Offices of Stephen E. Rasmussen, PC) specializing in residential and commercial real estate law.

 

Snyder Law

Dedicated to protecting your family’s future just as we do for ours. As spouses, parents, and adult children, we know that even the most joyful lives have challenges – protecting your children if disaster strikes, organizing your affairs and ensuring the well-being of your beneficiaries, caring for disabled or aging family members, administering an estate after a loved one dies, or advocating for a veteran.

Strazzeri Mancini, LLP

Specializing in estate, business, and tax planning, family wealth counseling, chaos, and incident resolution, by combining your family’s legal, financial, tax, philanthropic, and business matters into a unified plan.

Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.

 

Accountants

Arete Advisors Cerified Public Accountants

arete advisors

Arete Advisors provides a wide range of services to individuals and businesses in a variety of industries. Arete Advisors strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Castellon Professional Services

mario castellon cpa

Extensive experience with evaluation, consultation, and preparation regarding various tax issues including filing status, itemized deductions, small businesses, sale of a personal residence, Offers-in-Compromise, audit representation, collections representation, IRS and state notice response, risk assessment and management, and multinational C-corporation tax matters.

Insurance

Costello & Sons

Personal Lines broker for affluent individuals and families and commercial lines for technology companies, venture capital and private equity. Asset and income protection through a combination of risk management and insurance solutions. They pride themselves on the ability to tailor coverage and mitigate the unique exposures of a high net worth individual or family.

Dain Insurance Agency

Dain Insurance Agency has been servicing the insurance needs of businesses for nearly 30 years. Dain Insurance Agency provides all types of Business Insurance Services including Workers Compensation, Business and Commercial, Employee Benefits and Life as well as Risk Management, Claims and Loss Control Services.

Soloman & Soloman

Their unique consultative approach is what sets them apart from most insurance brokers. By working in partnership with clients, they are able to provide them with solutions that consistently deliver reduced insurance costs while protecting their assets and income.

Professional Services

California Business Benefits

California Business Benefits is a comprehensive benefits and insurance brokerage.  Offering independent consulting to help businesses of all sizes and sectors to provide comprehensive business benefits packages for employees, maintain compliance, and plan for their future.

 

DCI Solutions

A tax credit specialty group that specializes in large tax savings to reduce overhead expenses for mid-size companies. Their focus is all business expenses with an aim in reducing costs per full time employee without cutting corners, headcount or spending.

 

Tax Smart Investing & Planning is not affiliated with any entities listed above.

Coming together is a beginning; keeping together is progress; working together is success.

 – Edward Everett Hale

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