What tax services does Beta Wealth Group® offer?

Through Beta Wealth Group® Tax & Accounting, PLLC - a separate CPA-led entity under common ownership - clients have access to tax preparation and planning, bookkeeping, financial statement preparation, attest services, and fractional CFO support. This allows for highly coordinated tax and investment strategy under one advisory relationship.

What is the benefit of having my wealth manager and CPA work together?

When investment management and tax strategy are coordinated, it opens up further avenues for saving - tax-loss harvesting, asset location, Roth conversion timing, charitable giving strategies, and distributions can all be optimized together. This integrated approach can significantly reduce the tax drag on a portfolio over time.

What is a fractional CFO and who needs one?

A fractional CFO provides high-level financial oversight and strategic guidance on a part-time or as-needed basis - appropriate for business owners, entrepreneurs, or individuals managing complex financial structures who need CFO-level expertise without a full-time hire. Services typically include cash flow management, financial reporting, budgeting, and strategic planning.

Does Beta Wealth Group® handle tax planning for business owners?

Yes. Beta Wealth Group® Tax & Accounting works with business owners on entity structuring, multi-entity tax preparation, pass-through income planning, retirement plan optimization, and coordination of business and personal tax strategies.

Can Beta Wealth Group® help with multistate tax situations?

Yes. For clients with income, property, or business interests in multiple states - common for Park City-area clients with second homes or business operations in other states - Beta Wealth Group® Tax & Accounting handles multistate tax preparation and planning.

Is the tax and accounting firm the same entity as Beta Wealth Group®?

Beta Wealth Group® Tax & Accounting, PLLC is a separate legal entity under common ownership with Beta Wealth Group®, Inc. It operates as an independent CPA firm and is not an SEC-registered investment adviser. Clients are not required to use the tax services and may obtain similar services from other providers.

Retirement Wealth Management in San Diego and Park City

Schedule A Consultation

Transitioning into retirement is one of life's most rewarding milestones. Whether you are enjoying the mountain lifestyle of the Wasatch Range or relaxing along the Southern California coast, your retirement years should be defined by financial security and independence. At Beta Wealth Group, we combine institutional-grade financial strategies with personalized service to help you preserve and grow your wealth. From dynamic tax management to proactive retirement planning in Park City, UT, and San Diego, our team builds a customized roadmap designed to support your ideal lifestyle.

Navigating wealth preservation requires objective advice you can trust. As a Registered Investment Advisor (RIA), Beta Wealth Group operates under a strict fiduciary standard. We are legally and ethically bound to put your best interests first at all times, operating as a fee-only advisory firm that never accepts third-party commissions or sells proprietary products.

When you partner with us, you gain an advocate dedicated to complete transparency. Whether you seek a wealth manager in Southern California or an estate planning and financial advisor in Park City, UT, our aim is advice tied to the goals you set, and clarity about how we are paid. Our fee is a percentage of the assets we manage, which is itself a conflict of interest.

Independent Fiduciary Advisors Serving Park City and San Diego

Comprehensive Retirement Income Planning in Park City and San Diego

A retirement plan has to answer a practical question: how do accumulated assets become income you can actually spend?. Our retirement income planning goes beyond basic savings projections. We analyze your complete financial picture—including executive compensation, real estate holdings, pensions, and Social Security—to construct a sustainable withdrawal strategy. By coordinating your distribution timeline with proactive tax planning through our affiliated BWG Tax team, we work to manage your lifetime tax exposure and to account for the effect of inflation on your spending power.

Strategic Estate Planning in Park City and San Diego

True wealth management encompasses not only how you live today, but also the legacy you leave behind. As your estate planning and financial advisor in Park City, UT, and San Diego, we collaborate with your legal counsel, we work alongside your attorney so your plan reflects your intentions and the documents that carry them out. We help navigate inheritance regulations, evaluate trust structures, and implement tax-smart gifting strategies. For clients with philanthropic goals, we structure giving plans—such as donor-advised funds (DAFs) or donations of appreciated stock—with attention to both the impact you want and the tax treatment.

Institutional-Grade Investment Management for Retirement

We believe there is an elegant science to managing significant wealth. As an experienced investment advisor in Park City, UT, and San Diego, Beta Wealth Group brings institutional-quality quantitative tools and active portfolio management to retail investors. We utilize macroeconomic forecasting, disciplined risk management, and customized asset allocation to balance growth with capital preservation. For eligible clients, our option overlay strategy and tax-loss harvesting are used with the objective of pursuing additional income and managing taxable gains. Options involve substantial risk, are not suitable for every investor, and no strategy can eliminate the risk of loss.

Work With Us

Ready to take control of your financial future? Partnering with the right advisory team is the crucial first step toward securing your retirement goals. Don't settle for generic, off-the-shelf financial products. Whether you visit our Utah office in Park City or our California headquarters in San Diego, our team is ready to deliver tailored wealth management solutions.

Park City Office: 4175 N Forestdale Drive, Suite 202, Park City, UT 84098 | (435) 708-1770
San Diego Office: 11421 W Bernardo Court, San Diego, CA 92127 | (858) 207-3377

Contact Us to Start Building Your Future

Contact

435-772-9909

zach@betawealthgrouptax.com

Disclosure: Beta Wealth Group Tax & Accounting, PLLC ("BWG Tax") is a separate legal entity under common ownership with Beta Wealth Group, Inc. BWG Tax provides tax and accounting services and is not a SEC-registered investment adviser. Because of this affiliation, Beta Wealth Group® and its personnel may have a financial incentive to recommend BWG Tax's services. Clients are under no obligation to use BWG Tax and may obtain similar services from other providers.

Frequently Asked Questions

We are an independent, fee-only fiduciary RIA. Unlike broker-dealers who may earn commissions from selling products, we are compensated solely by our clients through a transparent advisory fee based on assets under management (AUM), and that fee structure means our revenue does not depend on which products you buy. It does mean our fee rises and falls with your portfolio.
Our comprehensive wealth management services typically begin at $400,000 in assets under management, depending on service complexity.
We integrate tax management directly into our investment strategies. Through strategic lot selection, tax-loss harvesting, capital gains minimization, and collaboration with our dedicated tax team (BWG Tax), we seek to improve your after-tax results. Tax outcomes depend on your circumstances and on tax law, and no strategy can guarantee a particular result.
Yes. We regularly collaborate with our clients' existing estate planning attorneys and tax professionals to help all aspects of your financial plan work in harmony.