Proactive tax planning that increases the chances of meeting your broader life goals
As a firm originally founded by a CPA, effective tax management and planning has always been a core component of our comprehensive financial services approach at Neuenschwander Asset Management, LLC.
Our goal is to take the complexity out of understanding taxes. Plus, ensure you maximize your deductions, minimize your liability and preserve as much of your wealth as possible. There’s no benefit if taxes quickly erode the gains you receive from a solid financial and investment plan.
Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.