The Mather Group
The Mather Group is an independent, fee-only wealth management firm helping corporate executives and professionals achieve their unique vision of retirement. It is consistently ranked as one of the fastest-growing RIAs in the country. Services offered by The Mather Group include investment management, retirement planning, tax planning, and estate planning.
SERVICES
Tax Planning
The Mather Group provides a detailed review of your tax returns while leveraging extensive knowledge of your corporate benefit programs.
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Income tax reduction
- Income tax smoothing
- Executive deferral program optimization
- Tax minimization on highly appreciated stock
- Tax reduction for stock option exercises
Investment Management
The Mather Group creates low-cost targeted portfolios that accommodate various levels of risk, from current income generation to more growth-oriented goals.
Estate Planning
The Mather Group creates sound structures that will protect your wealth for future generations.
Risk Management
The Mather Group analyzes the merits of long-term care and life insurance solutions alongside your retirement, estate, and tax-planning needs.