Avantax was founded 40 years ago on the belief that implementing a holistic, tax-smart approach to your wealth can yield healthier financial and investment decisions. You deserve wealth management with a multi-faceted approach. By using tax information to inform investment decisions, your Avantax Financial Professional can find opportunities and vulnerabilities that can help maximize your financial potential. You worked hard for your money; we want to make it work hard for you.
That’s why, together, we’ll explore several of the following areas and how they shape your financial future:
Tax Loss Harvesting
Cash Flow & Debt Management
Distribution & Retirement Planning
Family Risk Management
Business Planning & more
To download our Tax-Smart Investing Brochure, click here.
Founded by a CPA in 1983, Avantax is a pioneer of the concept of tax-smart investing and planning. We support an independent network of both tax and non-tax professionals who provide comprehensive financial services to people like you. Our trusted network of 3,100 independent advisors nationwide, operating with $76.9 billion in total client assets*, are waiting to help you reach your financial goals.
Not quite sure what you are looking for? Contact us to learn more about your Financial Planning and/or Retirement Planning options with Avantax.
*As of December 31, 2022.