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Sep 30, 2025|Newsletters

The High Net Worth Advisory Group, LLC Expands Services with Launch of Tax Division

 

 

 

Naples, FL – October 1, 2025 – The High Net Worth Advisory Group, LLC, an SEC Registered Investment Advisor specializing in wealth management for affluent individuals and families, today announced the launch of its new private client tax advisory division: The High Net Worth Tax Advisory Group, LLC.

The creation of the High Net Worth Tax Advisory Group, LLC, represents a natural expansion of the High Net Worth Advisory Group’s mission to provide comprehensive, personalized financial solutions to its clients. By integrating tax planning and advisory services directly within the firm, the High Net Worth Advisory Group LLC now offers clients a seamless, holistic approach to wealth management.

“Tax strategy is one of the most powerful drivers of long-term wealth preservation and growth,” said David Morgan CFP®, Managing Partner. “By establishing the High Net Worth Tax Advisory Group LLC, we are able to provide our clients with an even deeper level of expertise and coordination across their financial lives. This expansion strengthens our ability to deliver the sophisticated strategies our clients expect.”

The new division will provide a full suite of services, including:

  • Strategic tax planning for individuals, families, and business owners
  • Estate and trust tax strategies for wealth transfer
  • Business succession and entity tax structuring
  • Multi-state and federal compliance solutions
  • Coordination with investment and financial planning strategies

The High Net Worth Tax Advisory Group, LLC, will serve both existing HNWAG clients and new clients seeking dedicated tax expertise within the context of high-net-worth planning.

“With the addition of our tax division, we are continuing to build an integrated advisory platform designed specifically for the needs of high-net-worth individuals and families,” added Morgan. “Our clients value having one trusted team that can manage the complexities of wealth across investments, planning, and now, tax.”

Aaron Weinberg CPA will oversee the efforts of the firm as the Managing Tax Partner. Aaron comes to the High Net Worth Tax Advisory Group LLC with 20 years of tax planning experience for high net worth individuals, families, and businesses.

For more information about The High Net Worth Tax Advisory Group, LLC, please visit www.hnwag.com or contact David Morgan CFP®, Managing Partner (239) 734-3042.

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