Amplius Wealth Advisors

Could a 351 exchange help you defer taxes on your concentrated stock holdings? If you're sitting on large unrealized gains from company stock awards or tech winners like Apple, Nvidia, Microsoft, Broadcom, or ETFs like SPY, QQQ, and VOO, a 351 exchange could be your perfect solution. Exchange these positions into a new ETF to defer capital gains taxes while diversifying your portfolio. It’s a modern approach to the "tax paralysis" portfolio dilemma. Join Aaron Marks, Matthew Liebman, CFA®, CRPC®, CAIA® and Patrick Swift, CFP® for webinar Thursday at noon eastern! Register here: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

High-level success comes with high-level financial complexity—RSUs, stock options, deferred comp, multiple retirement plans… it all adds up. Managing it alone? That’s a time drain. Our team specializes in helping executives like you navigate these challenges with a proactive, structured framework. Check out our resources and schedule a chat with us today: https://lnkd.in/ggexuzSB Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

Got a concentrated position with big unrealized gains? A 351 exchange lets you diversify without the tax bill. Instead of selling, you exchange—moving gains from old investments to new ones tax-free. A powerful strategy more investors are using. Want to learn more? Join our next webinar this Thursday at 12 ET: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

🚨 The webinar is TODAY! 🚨 Don't miss your chance to learn how a 351 exchange could help you defer taxes on concentrated stock holdings. If you have large unrealized gains from company stock or tech giants like Apple, Nvidia, and Microsoft—or ETFs like SPY and QQQ—this strategy might be a game-changer. Join us today at noon ET: https://lnkd.in/eppkcTw7 Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Join our webinar today at noon eastern! Register here: https://lnkd.in/eppkcTw7 Could a 351 exchange help you defer taxes on your concentrated stock holdings? If you're sitting on large unrealized gains from company stock awards or tech winners like Apple, Nvidia, Microsoft, Broadcom, or ETFs like SPY, QQQ, and VOO, a 351 exchange could be your perfect solution. Exchange these positions into a new ETF to defer capital gains taxes while diversifying your portfolio. It’s a modern approach to the "tax paralysis" portfolio dilemma. Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

Baby Boomers & wealth transfer— What’s the holdup? Despite projections of a $100 trillion wealth transfer, many baby boomers are holding onto assets longer than expected. In Investment News, Amplius Wealth Advisors CEO Matthew Liebman, CFA®, CRPC®, CAIA® explains how longer life expectancies, estate tax uncertainty, and evolving financial priorities are shifting inheritance strategies. Are you rethinking your wealth transfer plans? Read the full article on Investment News here: https://lnkd.in/eNGVw-Yw

Could a 351 exchange help you defer taxes on your concentrated stock holdings? If you're sitting on large unrealized gains from company stock awards or tech winners like Apple, Nvidia, Microsoft, Broadcom, or ETFs like SPY, QQQ, and VOO, a 351 exchange could be your perfect solution. Exchange these positions into a new ETF to defer capital gains taxes while diversifying your portfolio. It’s a modern approach to the "tax paralysis" portfolio dilemma. Join our next webinar this Thursday at noon eastern: https://bit.ly/amplius-351 Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.

European stocks are gaining momentum…Should you invest? With European markets outperforming U.S. stocks, investors are debating whether to shift their portfolios. Matthew Liebman, CFA®, CRPC®, CAIA®, CEO of Amplius, shares why our firm remains committed to international diversification—and why they may increase European exposure. 🔗 Read more in Investment News: https://lnkd.in/gnck5uvN

If we could go back in time… we’d remind ourselves to just breathe and go get it. Leading up to launching Amplius, we analyzed every detail, every scenario—probably driving everyone insane! But in hindsight, confidence was key. Our clients chose us for our advice, and we built something we knew would be better for them. Looking back four years later, we hope they’d agree. Here’s to trusting the process and embracing the journey.

Today, Amplius celebrates 4 years of independence, growth, and memories! This year, we welcomed Maria Kelly, CFP® & Sean Green, celebrated Libby Whittaker, CRPC®'s retirement, watched the Eagles win the Super Bowl, and saw the S&P return 22.8% (as of February 20th, 2025). Here’s to continued success—together! Disclaimer: Past performance does not guarantee or indicate future results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss.