# Wealth And Tax

- **Website:** <https://wealthandtax.com>
- **Primary alias:** `wealthandtax.com`

## Description

Team Wealth & Tax Advisors is an independent, privately owned financial advisory and tax firm serving clients from offices in Temecula, California, and Nokomis, Florida. The firm helps individuals make informed decisions about wealth, retirement, and taxes through personalized, ongoing guidance and investment strategies designed to support long-term goals. Its wealth services include financial and retirement planning, investment guidance, and the SmartChoice Wealth Strategy®, which brings together financial principles, economic considerations, investment and tax knowledge, and risk evaluation. The firm also provides tax preparation, filing, planning, and advisory services, drawing on more than three decades of tax experience. Team Wealth & Tax Advisors describes its approach as fiduciary, transparent, and focused on putting clients first. It emphasizes accountable relationships, long-term thinking, community involvement, and continuous professional development. Clients can access educational resources, including wealth and tax learning centers, articles, videos, and calculators, as well as online tools for document uploads and account access.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/teamtax)
- [instagram](https://instagram.com/teamwealthtax)
- [linkedin](https://linkedin.com/company/team-wealth-)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idbWx9_zEz/w/600/h/222/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792061466130)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idbWx9_zEz/w/538/h/538/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792061466253)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sweet Corn | #fade82 | accent |
| Tiber | #052533 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idbWx9_zEz/w/1500/h/500/idE6BXyfme.jpeg?c=1bxid64Mup7aczewSAYMX&t=1710285628929)

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_Source: <https://brandfetch.com/wealthandtax.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._