Avantax® Wealth Management

Avantax Wealth Management is a tax-focused financial services firm that works mainly with financial advisors, licensed tax professionals and tax professionals who want to add wealth management to their practices. It is known for tax-intelligent financial planning, with tools and processes meant to help advisors prioritize tax efficiency for their clients. The firm offers independent broker-dealer affiliation, registered investment adviser programs and a strategic partnership program for referral-based arrangements.

Founded by a CPA more than 40 years ago, the firm operates as a distinct community within Cetera Wealth Services, LLC. Its office is in Dallas, Texas, and its business development team works with professionals considering a move to a new broker-dealer. Individual clients can also explore its tax-intelligent planning approach.