Avantax Wealth Managment

Avantax Wealth Management, founded in 1983 by a CPA, is a leading financial planning firm that specializes in tax-intelligent investing. With over $92 billion in total client assets managed across all 50 states, Avantax offers a holistic approach to financial planning, wealth management, and retirement planning, ensuring that every facet of a client's financial plan is viewed through a tax-focused lens.

Ranked as one of the Top 10 independent broker-dealer firms, Avantax's team of financial professionals takes into account investment strategies, business assets, insurance needs, and retirement goals to help clients manage their tax burden and optimize the performance of their assets. With a commitment to providing personalized service and expertise, Avantax is dedicated to helping clients achieve their financial goals with a tax-intelligent approach.

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