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What We Do

Asset Location Planning

Estate

Planning Solutions

Capital Gains Mitigation

Strategies 

Asset Location Planning 

 Optimize your wealth by placing your assets in the most tax-advantageous locations, helping you reduce taxes during the crucial phases of your financial life: accumulation, distribution (income), and wealth transfer.

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Asset Protection & Growth 

Vault

Disinherit the IRS

Dollars

Lifetime Tax Free Income 

Capital Gains Mitigation Strategies  

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  • Intermediate Installment Sale 

  • Charitable Remainder Trust 

  • Doner-Avised Fund 

  • Qualified Opportunity Zone* 

  • Investments in Oil and Gas* 
* Accredited Investors Only 

About Us.

At H.T. Young Wealth, we integrate legal expertise with financial acumen to deliver personalized wealth, tax, and estate planning solutions. Our approach is focused on helping clients secure their financial futures through strategic investment and tax planning. We provide expert guidance in navigating the complexities of the tax code, ensuring that each client’s plan is tailored to their unique needs and goals.

Michael H. Tootle, Esq.

Michael is a seasoned professional with expertise in both law and finance. He began his career in financial services as a lawyer, gaining valuable insights into fiduciary duties, suitability, and tax-mitigation strategies. This experience has been crucial in mastering the tax code, allowing him to create effective tax strategies for clients at every stage of their financial journey.

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Whether clients are focused on accumulating, distributing, or transferring assets, Michael combines legal and financial knowledge to minimize taxes and maximize returns. He collaborates closely with your CPA, tax professionals, and legal advisors to tailor a strategy to your specific needs.

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As a Registered Representative of Centaurus Financial, Inc., Michael offers a wide range of insurance and securities products to help individuals, families, and businesses grow and protect their wealth.

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Let's connect

Phone

310-625-7999 

Email

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Michael H. Tootle, Esq. has a license to sell insurance. Securities and advisory services are offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor.  Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 Phone: (714) 456-1790.  H.T. Young Wealth and Centaurus Financial, Inc. are not affiliated.  Both H.T. Young Wealth and Centaurus Financial, Inc., do not offer tax or legal advice.  This message is intended for residents of the United States of America in certain States only.  Please check with us to ensure we are registered in your state. We are proud to be a Broker’s Check registered financial advisor firm.  FINRA’s BrokerCheck. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by H.T. Young Wealth to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. We do not sell or share your personal information.

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