Avantax® Wealth Management
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Offer Tax-Smart Financial Planning With Confidence

Are you ready to take your client relationships to a new level?

  • Direct access to senior management.
  • Comprehensive training.
  • A supportive like-minded community.
  • Cutting-edge technology at your fingertips.
  • More business opportunities.
  • Potentially higher revenue and profitability.

That's what happens when you join Avantax®, a pioneer in tax-smart investing and wealth management since 1983.

ABOUT AVANTAX

Here to help your business grow.

Avantax® is a pioneer in tax-smart investing. Tax and Financial 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.

Learn more about the Avantax advantage.

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

Copyright ©2023. 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 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.