Year-end tax planning strategies for high net worth families at Eight Peaks Wealth

Close the Year with Confidence — Reflect, Refine, and Finish Strong

Please use the calendar below to book your LEGACYSCULPT Year-End Milestone Review

We’ll use your LEGACYSCULPT plan to finalize tax moves, assess investment positioning, and confirm any financial milestones or action items. This session helps tie a bow on the current year and set the stage for a strong next chapter.

Review Meeting Details Here

Note: Our meetings are set for 60 minutes, with a bit of buffer time built in if we need it. That said, we respect your time and aim to keep things on track and efficient.