A True Pioneer Sees No Boundaries.

A True Pioneer Sees No Boundaries.

That’s why Avantax Wealth Management is proud to sponsor this year’s Women Adviser Summit. As one pioneer to another, we believe it’s your unique perspective that makes the difference when it comes to helping your clients achieve true wealth — both financially and holistically.

This event is an amazing opportunity to make new connections, share best practices and embrace some exciting industry trends and we at Avantax are excited to be a part of it.

We’ve helped thousands of professionals just like you achieve substantial growth when you offer financial services through a tax-focused lens. Learn the difference when you join over 24% of the female financial professionals* in the Avantax family and empower your clients to accomplish the things most important to them in life.

We Welcome More Female Financial Professionals to Our Family than Your Average Firm.

Before any other firm was really focusing on the impact of taxes on investments, we helped to pioneer tax-smart financial planning. Taking a different approach to wealth management is what defined us and building on our capabilities with a diverse team of financial professionals and home office employees is what continues to make us one of the top firms in the industry.

 

Fill out the form or give us a call at 1.866.980.0135 to start the journey

Take the next step

Complete and submit the form below and we’ll schedule a complementary consultation to talk about the best way to add financial planning services to your practice

Testimonials

“Amazing things happen when women join forces. Learning and growing with other leaders at the Women’s Advisor Summit increases our confidence in our ability to help our client’s pursue most cherished goals.  Investing is an important path toward financial security. However, taxes and inflation detract from returns.  Our advisor community at Avantax is uniquely positioned to offer tax-smart investing strategies that help families keep more of what they earn.  Helping families minimize the tax burden on their investment returns creates options that allow future generations to flourish in every area of their lives. I could not dream of a more rewarding career, and I look forward to engaging more women as financial professionals.”

The Avantax Advantage

A pionner in tax-smart financial planning.

Since 1983, more than 4,000 proud financial professionals have joined Avantax to increase their business. We help them provide valuable financial strategies to over 350,000 clients nationwide—families, individuals, and small businesses—all through a precise, tax-focused lens.
*Cerulli Associates, Meridian IQ, Investment Company Institute, Insured Retirement Institute, VARDS, Strategic Insight/SIMFUND, Investment News, Judy Diamond, Department of Labor, PLANSPONSOR, S&P Capital, IQ MMD, Financial Planning, Financial Advisor Magazine, Investment Advisor Magazine and Cerulli Associates in partnership with the Investment Management Consultants Association, WealthManagement.com and the Financial Planning Association® (FPA®)
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