The XPO Solution
At XPO Capital, we understand the frustrations that high-earning families and business owners face when juggling investments, taxes, and retirement questions without a cohesive plan. With decades of experience guiding families through complex financial decisions, our team brings over 40 years of combined expertise and advanced credentials, including MBA, CFA, CFP, MJUR, and EA. We offer in-house capabilities across investment management, retirement planning, and tax strategy, ensuring that our clients receive comprehensive support and clarity in their financial journey.
Your Problem
High-earning families and business owners often encounter challenges in achieving cohesive financial planning and tax efficiency. Without a comprehensive strategy, clients may experience fragmented accounts and uncoordinated advice, which can lead to missed opportunities and feelings of confusion. Many individuals worry they might not be maximizing their financial potential and seek greater clarity and control over their financial futures. At XPO Capital, we believe that everyone deserves a tax-smart financial plan that empowers them to navigate their financial journey with confidence and ease.
The XPO Investment & Tax Analysis (ITA) Report
High-earning families and business owners often find themselves navigating a maze of disconnected guidance, product-driven recommendations, and planning that fails to integrate investment, tax, and long-term strategy. This leads to fragmented portfolios, overlooked opportunities, and unnecessary complexity—when what they truly need is a unified, tax-aware framework capable of supporting meaningful wealth creation.
At XPO Capital, we combine more than 40 years of institutional and retail-level experience and advanced credentials to guide clients through the sophisticated decisions that shape their financial trajectories. Our approach delivers coordinated investment management, retirement planning, and tax strategy, providing clarity, precision, and confidence for families whose financial lives demand more than surface-level advice.
The XPO ITA Journey is engineered to bring structure, insight, and empowerment to every stage of our clients’ wealth planning.
ITA Report
The XPO Investment & Tax Analysis Report: XPO Capital combines 40+ years of experience and advanced credentials to deliver a unified, tax‑aware framework that integrates investment management, retirement planning, and tax strategy—replacing fragmented advice with clarity and confidence for high‑earning families and business owners.
Guides
Practical, tax‑aware guides and tools from XPO Capital designed to help advisors implement evidence‑based strategies and deliver higher‑value, coordinated financial planning to their clients.
Webinars
Live and on‑demand webinars from XPO Capital that explain tax‑smart investing, retirement planning, and business-owner strategies in clear, practical terms to help clients make confident financial decisions.
ITA Report
The XPO Investment & Tax Analysis Report: XPO Capital combines 40+ years of experience and advanced credentials to deliver a unified, tax‑aware framework that integrates investment management, retirement planning, and tax strategy—replacing fragmented advice with clarity and confidence for high‑earning families and business owners.
Take control of your financial future with XPO Capital
Schedule your introductory call today to discuss your goals and discover how our XPO Investment & Tax Analysis (ITA) can provide the clarity and confidence you need. Don’t leave money on the table—contact us now to start your journey toward a more secure financial future.