Avantax® Wealth Management
Scissors cutting taxes

Are you ready to take advantage of the opportunities found in evolving legislation to better serve your clients? We've put together a printable summary of the key provisions of SECURE Act 2.0, so you won't miss out on any important planning opportunities.

Fill out the form to download a complimentary copy of SECURE Act 2.0: A Chronological Summary.

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Avantax® Wealth Management
3200 Olympus Blvd. Suite 100
Dallas, TX 75019, 972-870-6000

Founded by a CPA 40 years ago, Avantax® is a pioneer in tax-intelligent investing. Tax and Financial Professionals partner with us to create new revenue opportunities by providing comprehensive wealth management services to their clients – families, individuals and small businesses – all through a uniquely tax-focused lens. Avantax is a unique community within Cetera Holdings.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Learn more about our firm’s background and Financial Professionals on FINRA's BrokerCheck.

Copyright © 2025. All rights reserved. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at 888-438-3781.