Our business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities.

For over 25 years, Avantax Wealth Management has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.

Partnering with Avantax Wealth Management allows you to be more, play large, and let go.

CPA Wealth Enterprise is tailored to a CPA audience that understands that wealth management is an ethical, service-based business.

The Avantax Wealth Management Academy provides comprehensive educational programs and events that empower advisors to better assist their clients in reaching their most important family and financial goals.

The Academy offers a wide range of formats and topics  including live instructor-led programs, in-person and phone meetings, webinars and webcasts, on-demand self-study curriculum, and continuing education initiatives  to fit your schedule and enable you to lead and grow your firm.

Avantax Wealth Management offers workshops for firms looking to launch or re-energize their wealth management businesses. These workshops are designed to educate advisors and assistants on the tools, systems and processes needed to build thriving wealth management businesses with Avantax as their business development partner.

Avantax Wealth Management strives to keep affiliated firms educated on industry trends, advanced financial planning skills and compliance requirements. We provide the opportunity to receive continuing professional education credits for Certified Public Accountants and continuing education credits for CFP®professionals through our live educational events.

The Wealth Management Academy creates an annual training curriculum and hosts monthly webinars designed to help wealth management assistants become stronger operational leaders in their firms.

The Wealth Management Academy hosts a variety of webinars that provide updates and information on a variety of topics, including Avantax technology, marketing resources, wealth management consulting resources and industry updates. In additional to live webinars, you also have access to on-demand modules to complete at your convenience.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards Initial and ongoing certification requirements.

Interested in learning how Avantax can help you and your firm?

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Fed at the Mercy of the Markets (and a Trade War)

Demystifying Commodities and the Role They Play in a Diversified Portfolio

Avantax Wealth ManagementSMis the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment ServicesSM, MemberFINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through licensed agents of an Avantax affiliated insurance agency.

Thank you for contacting us. We will be in touch soon with information about how Avantax can help you and your firm.