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Avantax Wealth ManagementSM

Through Avantax Wealth ManagementSM we have the independence and objectivity to create solutions that meet your unique needs. As the premier partner to CPA wealth management firms, Avantax Wealth ManagementSM provides service excellence and consulting, powered by intensive primary research and extensive market knowledge to create tax-optimized solutions that are meaningful to affluent clients nationwide.

Click HERE to learn more about why we partner with Avantax Wealth ManagementSM.

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We have a wealth of experience in the financial services industry.