A wealth management consultant’s quick guide to direct indexing
![Wealth Management Consultant](https://goodlifeassetstrategies.com/wp-content/uploads/2022/06/GLAS800_wealth-management-consultant_May-2_6.7.22-1024x512.png)
Many of our high-net-worth clients need ways to reduce their tax burden, and as a wealth management consultant firm, we’re getting lots of questions about direct indexing. Here’s a quick guide to this investment strategy, the possible benefits and drawbacks of including it in your portfolio, and how to learn more.