Want to Sell Your Appreciated Stock but Worried About Taxes?

If you hold a highly appreciated stock position, selling could mean facing a significant capital gains tax bill.
But what if you could diversify your holdings while minimizing—or even eliminating—those taxes?

The Problem: High Taxes on Appreciated Stock Sales

You invested early in a high-growth stock like Microsoft, Amazon, or Apple. 

Your portfolio is sitting on gains or may be concentrated in a single stock. 

Selling means triggering a tax hit that could wipe out 25–40% of your gains.

Most investors believe they have only two options:

- Hold and accept the risk.
- Sell and lose a substantial portion of the gains to capital gains taxes.
But there’s a better way.

A Smarter Approach: Reduce or Eliminate Your Tax Burden

The IRS provides legal ways to minimize capital gains taxes, yet most financial advisors and CPAs don’t specialize in these strategies. 

At Lumida Wealth, we help investors transition out of concentrated stock positions using tax-efficient strategies that: 
Reduce or eliminate capital gains taxes 
Unlock liquidity while preserving wealth 
Diversify without unnecessary tax burdens

Ram Ahluwalia, CFA, Founder of Lumida Wealth

We’ve helped investors sell appreciated stock, reduce taxes, and secure their wealth—without unnecessary risk.

For many of our clients, the tax savings we uncover are life-changing.

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Complimentary Tax Mitigation Consultation

Your appreciated stock position is an incredible asset—but only if managed wisely.  

Let us show you how you can take control of your financial future.

Don’t let unnecessary taxes stop you from building a life you love.