We are so proud to be recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a small number of firms will attend the Avantax Elite Summit this year where they will be recognized for their extraordinary client service and business achievements.
“We are honored to receive this designation and be named a top-producing firm for 2022,” said COO, Michelle Keenan. “Being named an Elite Firm reflects the trust that our clients place in us and we are proud to continue serving them on their financial journeys.”
“The exceptional service our elite firms provide to their clients epitomizes the Avantax mission to provide clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning,” said Todd Mackay, President of Avantax Wealth Management®. “It’s not easy to achieve what our top firms have; it takes a never-ending commitment to do what’s best for clients while being able to look into the future and anticipate client needs and the changing industry landscape so clients receive the best possible advice, which comes from marrying tax and financial planning, like only Avantax and its affiliates can.”
We are honored to be included in this group of successful advisors and are grateful for our clients and employees who made this possible. We look forward to continuing to provide excellent service, tax-smart advice, and support to our clients as they discover their unique financial purpose.
Clarity for your financial decisions. Quality partners for the journey.