Christopher
S. Cox and W.A. (Andy) Smith are Senior Partners and
founders of Appreciated Asset Professionals, LLC based
in Tucson, Arizona. As Private Wealth Counselors with
over 14 years of financial services industry experience
each, we have created the AAP and made it possible for
our clients to employ longtime and proven strategies to
maintain and control their appreciated wealth. AAP
focuses exclusively on the needs of those who have
created wealth through investment property both
residential and commercial as well as those with highly
appreciated land or stock. We focus on strategies that
combine sound advice and realistic solutions to
financial problems such as exit strategy solutions to
capital gains on highly appreciated assets.
Educating our clients to understand that our government
has a “lien” on a good portion of their
wealth is an important part of the overall plan. Truly
understanding what makes up your net worth and the
difference between Personal Assets and Social Assets is
critical to the overall plan.
How it affects your planned legacy is when our clients realize the personal and professional depth of our planning process and strategies. We show our clients the options that allow them to disinherit the IRS and take back control of their Social Assets and plan properly so this portion of their wealth can go where they wish and desire. Our focus is on responsible planning and utilizing strategies that are available and which come from the very heart of the tax code and allow our clients to take complete control of their wealth. Appreciated Asset Professionals LLC is a wholly owned subsidiary of Preferred Resource Group LLC.
Preferred Resource Group, LLC
W.A.(Andy) Smith
Christopher S. Cox
Founders
National
Headquarters
6700 N. Oracle Rd. Suite 325
Tucson, Arizona 85704
W.A.
(Andy) Smith
Phone: 520-269-3883
Contact
Andy
Christopher
S. Cox
Phone: 520-269-3175
Contact
Chris
Strategic
Partner
Capital
Asset Structuring
Don Murphy, President
907 Clubhouse Blvd.
New Smyrna Beach, FL32168
Phone: 386 479-6079
Fax: 386 267-3196
www.assetstructuring.com