Elevated wealth management with an emphasis on tax efficiency.

At Higgins & Schmidt, we often remind clients that the headlines can feel louder than their actual impact on your long-term plan. Few topics stir as much noise in Washington as the threat of a government shutdown. With the end of the fiscal year always looming on September 30, the question comes up frequently: What does this mean for me and my portfolio?


This recognition reflects the dedication and hard work of our entire team, as well as the trust and relationships we’ve built with our clients. I am grateful for the journey so far and excited about what the future holds.

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4.