Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its  representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax,  accounting or legal services, Avantax representatives may offer these services through their independent outside business.  This information is not intended as specific tax or legal advice. Please consult our firm or your tax  professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by the American Academy of Estate Planning Attorneys for use by an Avantax affiliated representative. This  content is for educational and informational purposes only and does not represent the views and opinions of Avantax  Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third‐party website.

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