With more than two decades in financial services, Andrew Victor advises clients on minimizing tax exposure across income, assets, and wealth transfer, along with estate and business succession planning.
Through Tactical Tax & Estate Planning, Andrew partners directly with financial advisors (and their clients’ attorneys and accountants) to turn complex tax and estate questions into clear, actionable strategies.
Strategic Planning & Advisory
Tailored tax, estate, and wealth solutions engineered to optimize client financial outcomes.
Tax Planning (Individual)
Strategies designed to reduce individual taxable income through tax-aware investment management and planning tailored to each client’s financial situation.
Tax Planning (Business)
Comprehensive business tax strategies, including succession planning, to help reduce tax liability and support long-term business goals.
Estate Planning
Planning to address current and future tax exposure, including generational wealth transfer strategies.
Financial Advising / Wealth Management
Guidance on tax-aware investment management and alternative investments with tax benefits, delivered in coordination with clients’ advisors, attorneys, and accountants.
Contact Information
Reach out directly to discuss personalized tax strategies and wealth management options.
| Field | Detail |
|---|---|
| Practice | Tactical Tax & Estate Planning |
| Primary Contact | Andrew Victor |
| andrew@steptax.com | |
| Direct | (602) 821-9597 |
| Office | (602) 344-9728 |
| Website | www.steptax.com |