285 N. El Camino Real
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client’s financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with over 3,300 independent financial professionals entrusted with more than $72.6 billion in client assets.*
Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a person’s financial situation will deliver better results.
We pioneered Tax-Smart Investing over 40 years ago, and we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.
The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. As a trusted partner, your Avantax financial professional is here to provide objective recommendations so you can make informed decisions. Our services are designed to help you reach your unique goals and dreams, while also keeping you prepared for anything that may lie ahead. Not only will you get the personal care of an Avantax financial professional, you’ll have the benefit of the Avantax Advantage and powerful proprietary tools that utilize a Tax-Smart approach.
*As of September 30, 2022