Avantax Wealth Management partners directly with CPAs and financial advisors of high-quality CPA firms who are committed to excellence in providing holistic wealth management advice and services to their clients.
We are the only independent wealth management services partner that caters exclusively to CPAs. We have a proven system to successfully integrate CPAs and wealth management services into strategic business models that serve the complex needs of clients and their families.
You preserve the independence and objectivity necessary to create the best solutions to meet your clients’ unique wealth management needs.
Our partners have the ability to weave broad elements of a client’s financial picture into a unified, comprehensive plan that meets long-term goals. You will be able to focus on one single goal — making the right choice for the client.
We are the only independent wealth management services partner that has a proven system to successfully integrate CPAs and professional financial advisors into strategic business models that serve the complex needs of affluent and emerging affluent families.
To ensure we are fulfilling our commitment to excellent service, we conduct point-of-interaction and semiannual advisor surveys that let us know how we are doing.
Our dedicated consultants empower both firms and financial advisors to succeed. If you are committed to growth, our experienced consultants can help take your business to the next level, utilizing their expertise that span across a wide range of key areas.
As a leading research and consulting partner to CPAs, we understand technology. This technology will transform the way you do business by empowering your firm to grow through our advisory platform, back-office systems, people systems and knowledge systems.