Tax Consulting
When tax planning isn't an afterthought, everything works better.
At Alitus Financial, we believe your investment strategy is stronger when tax planning is part of the conversation—not a separate one. Clients can choose to work with Alitus Consulting LLC, a Certified Public Accounting firm owned by G. Matthew Rettig, which operates as an independent entity. This coordinated approach gives you the benefit of advisory guidance and tax expertise working in parallel, helping ensure your decisions are informed from every angle.
Areas we help coordinate:
Income planning and tax timing
Roth conversion strategy
Withdrawal sequencing
Charitable giving
Gain and loss harvesting
CPA communication
Tax-aware planning across your portfolio
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Listen and Learn
We start by understanding how your current tax setup fits into your broader financial life.
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Map and Align
When opportunities arise, we can either work with your tax preparer or CPA, or you can retain Alitus Consulting LLC to provide guidance tailored to your goals, timing, and plan.
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Monitor and Adjust
As your financial life evolves, we continue working together to refine your strategy and stay ahead of what’s next.
Your portfolio and your tax plan should never compete.
We’ve seen what happens when advisors and tax professionals don’t talk — missed deductions, conflicting strategies, and reactive decisions. We do it differently.With your advisor leading the way, Alitus Consulting LLC brings tax guidance into the fold — so your financial decisions are supported from every angle. We’re not replacing your CPA, we’re enhancing collaboration.
One advisor.
Every angle covered.
Let’s simplify the complex and put every piece of your financial life to work — together.
Where portfolios
are personal.
Start a conversation. We’ll listen, learn, and help you make the next right decision.
Complete the form and we’ll connect with you to learn more and take the next step together.
We take a comprehensive view of your entire financial life, bringing together taxes, investments.
GMR Capital Management LLC dba Alitus Financial (“the Firm”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services are offered to clients only where the Firm and its representatives are properly licensed or exempt from licensure. The Firm is a member of an independent alliance of registered investment advisers who, from time to time, utilize the services of CPS Investment Advisors (“CPS”) as a third-party investment manager. CPS is an independent investment adviser, registered with the Securities and Exchange Commission, and is not affiliated with the Firm. The Firm may recommend or allocate client assets to CPS as part of its investment management services. In such cases, CPS is responsible for the day-to-day investment management of those assets, subject to the Firm’s ongoing oversight. The Firm conducts due diligence on CPS but does not control or supervise CPS’s investment decisions. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website should be construed as personalized investment advice or a solicitation to engage in a particular investment strategy. Any investment decision should be made after careful consideration of your individual financial situation and in consultation with qualified professionals.