Ready to take control of your financial future? Use this handy tool to select the goal that is most important to you. You'll be able to see how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks. Our Wyalusing and Pittston offices are available to assist with all your needs, however we will once again be implementing phone appointments and limited access to our offices for the safety or our Staff and Clients.
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks. Our Wyalusing and Pittston offices are available to assist with all your needs, however we will once again be implementing phone appointments and limited access to our offices for the safety or our Staff and Clients.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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 almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
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 almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Personal money management, or personal financial planning, is a strategy developed to help you meet your financial goals. Every person, family, or household has a unique financial situation and goals, and any financial activity therefore must also be carefully planned to meet those specific needs and goals.
An investment strategy is a set of procedures developed to guide an investor's selection of an investment portfolio. Your profit objectives and individual knowledge of investing are crucial in developing strategies appropriate for you. We are here to guide you through this process, and develop an investment strategy that works for you.
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