Charles Chick Trakas
Investment Advisor Representative @Brookwood Investment Group, LLC
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WORK HISTORY
Investment Advisor Representative @Brookwood Investment Group, LLC
Brookwood Family Office and Adagio Portfolio StrategiesBrookwood Family Office (“RFO”) provides the high-net-worth (“HNW”) retail market access to exclusive investment performance and planning solutions driven by the latest advancements in quantitative finance.Investment advice is offered through Brookwood Investment Group, LLC. Past performance is no guarantee of future returns. Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 8504. It is important to read our disclosures available at this link:
EDUCATION
Goldey-Beacom College
Bachelor of Science, Finance
ABOUT CHARLES CHICK TRAKAS
We partner with accountants, attorneys, business owners, and ultra-high-net-worth individuals to provide innovative strategies for maximizing wealth and minimizing tax burdens. Together, we work as your expert planning team, collaborating to eliminate unnecessary taxes while safeguarding, preserving, and enhancing your clients\' wealth.Let’s Get Real About TaxesAre you tired of writing massive checks to the IRS? We know the answer: Absolutely—you HATE it! Here’s another question: Do you feel completely in control of how much you’re paying in taxes? If you’re like most business owners, the answer is probably NO. That’s because most business owners rely on their CPAs or accountants to reduce taxes. Yet every year, they find themselves writing big checks to the IRS. Here’s the TRUTH:You have more control over your taxes than you think. The PROBLEM? It’s not your accountant’s job to proactively reduce your taxes—they focus on compliance and audits. As a result, many business owners pay more than they need to. This is Where We Come In.Let us introduce you to Proactive Tax Reduction™ Our team of advanced tax specialists designs and executes a series of strategies—fully aligned with IRS guidelines—to create immediate and long-term tax reduction solutions. With our holistic comprehensive approach, you stay focused on growing your business while we focus on minimizing your tax liability. The Results?On average, our clients experience up to a 30%- 50% reduction in their tax bills—nearly 100% of the time. If you’re ready to take control of your taxes and stop overpaying, let’s connect. Leave us a note, or click on calendar link, and we’ll schedule a time to explore how we can help you regain control and keep more of your hard-earned wealth. https://calendly.com/ctrakas
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