Skip to main content
D Tax Me & The Financial Guys
menu

Book a Meeting

  • Home
  • Family Office
    • Wealth Management Solutions
    • Our Approach
    • Benefits of a Family Office
  • Wealth Management
    • Private Wealth Management
    • Private Wealth Planning
  • Our Process
    • The Planning Process
    • Frequently Asked Questions
  • Services
  • Media
    • Media Appearances
    • Blog
    • Educational Videos
  • About Us
  • Contact
  • Referrals

Blog

Jay Blanchard | Jul 21, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

Read More
Jay Blanchard | Jul 14, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

Read More
Two people working at a table in an office using a calculator.
Jay Blanchard | Feb 13, 2026

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Jay Blanchard | Feb 13, 2026

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
High Net Worth Risk Management Planning Services | D Tax Me
Jay Blanchard | Feb 13, 2026

High Net Worth Families Need a Complete Risk Management Plan

Insurance
Risk Management
Family
Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem
Read More

Office

305 Spindrift Drive
Buffalo NY 14221

Contact Info

(716) 568-8568
jblanchard@pbsrep.com

   

Get in Touch

Securities offered through Peak Brokerage Services, LLC, member FINRA/SIPC. Advisory services offered through Independent Solutions Wealth Management, an SEC Registered Investment Advisor. DTaxMe is a separate entity from Peak Brokerage Services LLC and Independent Solutions Wealth Management.

Investment products and services available only to residents of: AL,AZ,CA,CO,FL,IL,LA,MD,MI,NV,NJ,NY,NC,OH,PA,RI,SC,TN,TX,VA,WA. DTaxMe is not an affiliate of Peak Brokerage Services, LLC. 305 Spindrift Dr., Williamsville, NY 14221 

To view the firm's Regulation Best Interest ("Reg BI) disclosure | Customer Relationship Summary "Form CRS"Securities Offered Through Peak Brokerage Services, LLC.


SMS Consent & Privacy Notice

D Tax Me may use SMS texting to communicate with you. Mobile opt-in information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. If you wish to be removed from receiving future communications, you can opt out by texting STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE.

© 2026 D Tax Me & The Financial Guys. All rights reserved.