We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. We can provide you with the guidance to bring your future into focus with clarity and purpose. How does your ideal retirement differ from reality, and what can we do to better align the two?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Services
We provide comprehensive wealth management services to individuals, families and businesses who want to reduce their taxes, invest for the future and feel confident in their financial plans. We combine our tax and investment expertise with each client's specific objectives to design sound plans that reflect their particular vision for the future.
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.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (9)
Andrew Mathews
Sep 17, 2021
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1/5 and that's because I can't give a 0/5 and that's not because I had a service I didn't agree with. I applied and called a few times to talk to someone as I am a college student and was asking about there programs for college students. It's been two weeks I couldn't even get anyone to answer the phone or return my call even if there where not interested at the time. Ignoring people is a form of ignorance if they do that with an applicant I won't how they are towards customers
Do they listen to customers needs? Very very unprofessional in my opinion
Do they listen to customers needs? Very very unprofessional in my opinion
Sheena Miller
Sep 20, 2020
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I knew at my first appointment that Dan Cuddy was who I wanted to handle my investments. I knew he was very knowledgeable and I felt like I had known him for years. I trust that he looks out for my best interest with a deep understanding of the markets, analytical skills and training. His office staff is awesome and always very responsive to my needs. They make you feel comfortable almost like family. I always look forward to my appointments with Dan and his staff.
Paul Anderson
Aug 02, 2016
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Valerie Norris
Jan 25, 2016
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Kurt Smith
Oct 29, 2015
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Steve Gordon
Oct 24, 2015
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Greg Larson
Sep 16, 2015
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Nick Costa
Jul 01, 2015
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Jill Hawk
Jun 20, 2015
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