Avantax® Wealth Management
shaking hands with client

Offer Tax-Smart Financial Planning With Confidence

Plus, enjoy 5 free CPE credits by simply listening to engaging conversations from top industry leaders.

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.

Avantax has partnered with LumiQ to offer you 5 CPE credits. To claim your CPE credits, complete the form below.

Please check the reCAPTCHA form.

By submitting this form, you agree to receive future communications from Avantax.

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

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Copyright ©2022. 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.