RETIREMENT PLANNING
INCOME THAT LASTS
OUR APPROACH
Retirement for high earners isn’t about reaching a magic number; it’s about replacing your paycheck forever without running out of money. We design tax-efficient accumulation strategies today and mathematically optimized distribution strategies for tomorrow. From maximizing qualified plan contributions and cash-balance plans while you’re working to creating rising, tax-smart income streams (with Social Security optimization, bucket strategies, and guarded withdrawal rates) once you stop working, we ensure you retire on your terms. A particular focus is the often-overlooked “sweet spot” years after retirement but before Required Minimum Distributions begin: we execute strategic Roth conversions at lower tax rates to permanently eliminate future taxes on growth and RMDs, dramatically improving the longevity and tax-efficiency of your portfolio.
ABOUT WELLER CAPITAL
Weller Capital is an independent wealth management firm focused on helping pre-retirees, retirees, and families navigate major life and financial transitions. With no proprietary products or sales quotas, our advice remains fully aligned with your best interests. We combine disciplined planning, tax-efficient investment management, and personalized guidance to help you make clear, confident decisions at every stage of life. Our clients value our proactive communication, thoughtful process, and commitment to long-term financial well-being.