Tax-Centric Wealth Management Platforms

Avantax Wealth ManagementSM provides affiliated CPA firms with the essential support needed to build a successful wealth management business.

Avantax Wealth Management believes that exceptional financial planning means accounting for every possible aspect of a client’s financial future. Our integrated approach empowers affiliate CPA firms and financial advisors to weave diverse elements of a client’s financial picture into a unified, tax-centric financial plan that meets the client’s long-term goals.

Wealth Platforms


Independence and Objectivity

Affluent and emerging affluent clients have a wide variety of goals and objectives, which means financial advisors need access to diverse wealth management platforms with an expansive collection of financial products that can be customized to every client’s needs. Avantax understands that independence of product is the key to providing the right financial solutions. Since Avantax Wealth Management is not a subsidiary of any financial institution, such as a bank or insurance company, your financial advisor has the independence and objectivity necessary to create the best solutions that meet your unique wealth management needs.

With support from experts in retirement, insurance and other areas of wealth management, Avantax equips its CPA firms and financial advisors with the tools they need to provide customized, institutional-quality asset management.

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Help Put Your Clients’ Needs in Focus with Our Exclusive Method 10® Philosophy


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What Do Investors Really Want?

Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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