Avantax Wealth Management Partnership

Avantax is proud to celebrate more than 30 years of helping Financial Professionals and their clients pursue a comprehensive approach to financial well-being. We are committed to helping clients make the most of their money and avoid common financial pitfalls. To guide those conversations, we follow a framework Avantax uses to create a solid foundation that addresses eight of life’s most common wealth management issues. They include investment management, cash flow and debt management, family risk management, retirement planning, education planning, estate planning, business planning, and special situations planning.

As one of the most trusted professions in America, CPAs are specially qualified to provide this essential foundation. CPA firms like McCrate, DeLaet & Company that affiliate with Avantax deliver tax-optimized wealth management services to businesses and families. With a focus on providing affiliated firms with leading academic research, proven best practices, comprehensive financial planning and informed consulting, Avantax has the privilege of providing the essential operations, research and support to more than 3,500 independent financial professionals.

Avantax helps affiliated wealth management firms like McCrate, DeLaet Financial Advisors be better tomorrow than they are today in a way that is meaningful to you, the client.