THE AVANTAX ADVANTAGE
Show your clients how tax-smart they can be
If you’re like 78% of tax professionals, you already provide referrals to advisors without any financial benefit*, why not give your clients the financial planning support they need and add additional income at the same time?
Request a complimentary copy of our Boosting Your ROI with Wealth Management Services and find out how to offer wealth management services through your practice.
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Learn how offering wealth management services through your practice can help you boost your ROI.
ABOUT AVANTAX
Here to help your business grow.
Avantax Wealth is a pioneer in tax-smart investing and wealth management. CPAs and Financial and Tax Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients—families, individuals, and small businesses—all through a uniquely tax-focused lens.
3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000
Copyright © 2021. All rights reserved. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning PartnersSM.
Fidelity Institutional SM (“Fidelity”) is an independent company, unaffiliated with Avantax®. Fidelity is a service provider to Avantax®. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Avantax® and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0