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Robert Wermuth as Seen in Investment News

Robert Wermuth, CFP®, ChFC®, CLU®, AIF® | May 24, 2021

The other week, I was interviewed by Investment News. One of the key topics we discussed was the pending tax changes and the effect it could have on your return. Tax planning for your portfolio is going to be a new focus for everyone in the coming years. Taxes are the single highest expense associated with managing money. More on this in a recent Investment News article.

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Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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