Client Resources

Avantax Wealth ManagementSM provides systems, service and support that allows your financial advisor to offer you investment advice and financial planning.


Avantax believes that CPA firms are the most qualified providers of complex, sophisticated wealth management solutions in America. We partner directly with high-quality CPA firms who are committed to excellence in providing holistic wealth management advice and services to their clients.

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Who is Avantax?


At Avantax Wealth ManagementSM, we are steadfast in our dedication to serving our clients. We strive to serve you with the utmost integrity and respect, to consistently improve your experience, and to help you address your personal and financial goals.

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Please contact Client Services at 877-959-8400 or via email at ClientServices@avantax.com if you have a question or need assistance.

 

Client Advocacy

The Client Advocacy Group is responsible for establishing and ensuring a culture of service excellence for our financial advisors and their clients. We strive to ensure our interactions are not only solution-oriented in nature but also go above and beyond our advisors’ expectations, uphold the highest of ethical standards and are specifically focused on serving each client’s unique financial needs. With every interaction, we provide step-by-step guidance to maneuver through each firm's most intricate challenges.


Wealthscape Investor


Wealthscape offers a single point of access to your brokerage account information. Contact your financial advisor for information on signing up for Wealthscape. For accounts held directly at a fund company, you may also visit the fund company's website for access to your accounts.

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