Author: Doug Frew, CFP®, ChFC®, AWMA®
Doug Frew is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Accredited Wealth Management Advisor™ with extensive experience helping clients build and preserve their wealth. Drawing on his background at Merrill Lynch and UBS, Doug provides comprehensive guidance in financial planning, retirement income strategies, tax-efficient investing, and risk management. At BroadFront, he combines deep expertise with advanced planning tools to help clients align their goals with effective, personalized strategies. Doug earned his B.A. in Economics from Rutgers University and remains committed to continuous learning to help clients make confident, well informed financial decisions.
5 min read
06 Nov 2025
Tax Efficiency for High-Net-Worth Investors
For investors with significant wealth, maximizing returns is only part of the equation. Equally important is keeping more of what you earn by managing taxes effectively. Without a strategic approach, taxes can quietly diminish your wealth over time. By focusing on tax efficiency, you can work toward preserving capital, reduce lifetime tax obligations, and gain […]
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