Bringing together tax modeling, portfolio optimization and estate planning

Name: Bringing together tax modeling, portfolio optimization and estate planning
Uploaded: 2026-09-16T04:00:02Z
Description: Jonathan Fitzgerald, co-founder and head of wealth planning at A&M Private Wealth Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight how to best serve HNW clients by effectively joining tax modeling, portfolio optimization and estate planning.

Jonathan Fitzgerald, co-founder and head of wealth planning at A&M Private Wealth Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight how to best serve HNW clients by effectively joining tax modeling, portfolio optimization and estate planning.