7 Reasons CPAs partner with Avantax Wealth Management℠

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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.

1. CPA community

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.

2. Independence, objectivity and flexibility

You preserve the independence and objectivity necessary to create the best solutions to meet your clients’ unique wealth management needs.

3. Comprehensive fee-based solutions

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.

4. True partnership

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.

5. Service excellence

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.

6. Consulting expertise

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.

7. Innovative technology

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.

Building a Thriving CPA Wealth Enterprise

Want to read the latest insights on marketing, practice management, capital markets and client communications? Check out the CPA Wealth Enterprise blog or visit our website avantaxwealth.com.