Capital Markets Group

Avantax Wealth ManagementSM supports affiliated CPA financial advisors trading and market-related needs.

The Capital Markets Group is more than a trading desk. This group educates and empowers affiliated CPA financial advisors to explore and implement market solutions that are intended to achieve efficient returns for those accounts under their care.

They provide:

  • Automated managed account and model trading solutions.
  • Assistance in creating customized fixed-income portfolios.
  • Online trading platform access and phone order entry.
  • Insightful commentary on market news and product information.

Beyond simply placing trades, this group seeks to facilitate a consultative exploration of capital market solutions in order to meet clients’ needs, including:

Capital Markets Group

Capital Markets enables Avantax financial advisors to serve and nurture client relationships by providing timely trading, research, analysis and consulting services that fulfill their advisory, equity and fixed income needs.

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.

Access Wealthscape Investor