Smart is Good.
Tax-Smart is Better.
With Avantax, you can offer your clients tax-smart
investing strategies that deepen your relationships
and elevate your value.
Smart is Good.
Tax-Smart is Better.
With Avantax, you can offer your clients tax-smart investing strategies that deepen your relationships and elevate your value.
The Avantax Advantage
Show Your clients how tax-smart they can be
You’ve just discovered the exciting next chapter to your practice. With more business opportunities. Potentially higher revenue. Greater profitability. That’s what happens when you team up with the pioneer in tax-smart wealth management since 1983: Avantax Wealth Management℠.
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.
Dallas, TX 75019
Copyright © 2021. All rights reserved. Avantax Wealth Management℠ 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℠.
Fidelity Institutional℠ (“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. 950320.1.0