Let experts help. Manage your investments with us.

Tax Planning

Condor Capital would be more than happy to coordinate with your accountant on any tax-related planning. Examples of this planning can include estimated tax payment calculations, whether a Roth Conversion is appropriate for you, whether or not you should delay your first required minimum distribution, etc. We also actively look for tax-loss harvesting opportunities within your portfolio, and we make sure to allocate appropriate securities in your accounts based on your tax situation.

Start managing your investments professionally

CONTACT US

We want to help you simplify your life and prepare for the future

    Map of Martinsville area around Condor Capital location

    1973 Washington Valley Road
    Martinsville, NJ 08836
    (732) 356-7323