About Us
A Simi Valley–based father-and-son firm with more than 30 years of combined experience in capital gains tax deferral.
Engineered Capital Gains Solutions, Inc. (ECGS) is a Simi Valley–based financial services firm specializing in capital gains tax deferral, Deferred Sales Trust™ (DST) strategies, and asset-protection planning for high-net-worth individuals and business owners. As a father-and-son firm with more than 30 years of combined experience, we bring continuity and a collaborative approach to every engagement. At our focused wealth management firm, our case managers work with individuals who want thoughtful strategies aligned with long-term financial goals. If you're looking for a financial services firm that values direct communication and informed planning, we invite you to schedule a consultation to explore your options!
Our Direct, Team-Based Approach
One of the key advantages of working with our financial services firm is the direct access clients have to knowledgeable professionals without unnecessary layers. By eliminating the traditional middleman role in attorney communication, our team can address questions in real time and explain options clearly as situations evolve. This structure allows clients to stay informed and engaged throughout the process.
We're also supported by a dedicated team that coordinates behind the scenes, allowing you to benefit from multiple layers of insight rather than relying on a single advisor. Our team of case managers has extensive familiarity with trustee responsibilities and procedural requirements, which helps streamline coordination with legal professionals when needed. You'll appreciate being able to discuss details openly and receive thoughtful responses without delays.
Focusing on Capital Gains Tax
Unlike many firms that cover a wide range of financial topics, we target our focus on capital gains tax strategies. This narrow focus allows our team to develop a deep and practical understanding of how capital gains issues affect long-term financial outcomes. With more than three decades of experience, our team has worked through a wide variety of client situations and market environments. As a wealth management firm built around collaboration, we continually refine our approach through shared knowledge and ongoing review. This depth of experience supports well-informed investment services centered on capital gains planning.
Your Dedicated Trustee
Serving exclusively in the role of trustee allows for clear alignment and consistency. This focused structure allows our team to concentrate fully on trustee-related responsibilities and the details that matter to you. We encourage you to ask questions throughout the process and voice your concerns. Over time, this dedication has led to refined processes and a strong working understanding of trustee obligations. As a financial services firm built on specialization, this approach supports clarity and accountability.
Investment Services You Can Count On
At its core, Engineered Capital Gains Solutions, Inc., is a team-driven financial services firm built on knowledge and communication. With decades of combined experience and a multigenerational perspective, we bring both continuity and fresh insight to every engagement. Our collaborative structure allows you to work with a team that understands both the technical and practical aspects of capital gains planning. As a wealth management firm offering specialized investment services, we value informed conversations and long-term relationships. To learn more about how our approach may fit your goals, we invite you to contact us today for your initial consultation with our case managers!
What a Client Says About ECGS
With so many moving variables involved in our sale, the process could have easily become very stressful, but the setup of the trust was actually one of the simplest parts of the entire transaction because the ECGS team stayed on top of everything from start to finish. Everyone was super responsive, easy to work with, and always available whenever we had questions.
More than anything, we just felt like we could trust them completely and never had to worry whether something was slipping through the cracks. It honestly felt like they cared about the outcome just as much as we did, and that meant a lot during such a big transaction.
Chris & Desiree Mastroianni — ECGS Clients
April 2026
This testimonial was given by a current client of ECGS. The client was not compensated for this testimonial. ECGS is not aware of any material conflicts of interest.
