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") //-- //--> Skip to main content Contact us Clients Advisors Check us out on BrokerCheck About About Avantax Our business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities. Newsroom Our People Solutions Our Solutions For over 25 years, Avantax Wealth Management℠ has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Growth Research Consulting Education Events Support Platforms Partner with us The Power of Partnership Partnering with Avantax Wealth Management℠ allows you to be more, play large, and let go. Power of Partnership How to Partner Insights Insights and Research CPA Wealth Enterprise is tailored to a CPA audience that understands that wealth management is an ethical, service-based business. Blog Careers New Name. Same Tax-smart Approach We are pleased to announce that we have officially rebranded to Avantax Wealth Management℠. Learn More Formerly 1st Global Interested in learning how Avantax can help you and your firm? Contact Us Leave us your name and email, and we'll get back to you soon. First Name * Last Name * Email * Comments Leave this field blank The Power of Partnership Avantax Wealth Management has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more » Experience An independent partner helping CPA firms grow from success to significance for over 25 years. Learn more » Platforms An expansive, fee-based platform built specifically for our CPA wealth management partners. Learn more » CPA Community A nationwide community of high-achieving CPAs supporting each other’s success. Learn more » Service We take special pride in providing excellent service and support to our firms. Learn more » Insights and Research A Game Changer Key Trends in Wealth Management Marketing Fed at the Mercy of the Markets (and a Trade War) Analyzing 529 Plan Expenses Demystifying Commodities and the Role They Play in a Diversified Portfolio What Do Investors Really Want? Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them. We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions. Learn More Avantax News Avantax news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here. Read More Ryan George Discusses Advisor Technology with Industry Leaders September 20, 2019 Ryan George recently joined a group of technology vendors, broker-dealers and others to discuss an array of technology challenges facing today’s advisors. Read more » Matt Zokai Quoted in Forbes.com Article September 18, 2019 Senior advisor of retirement services Matt Zokai was quoted in the Forbes.com article “The Advantages and Disadvantages of Hiring A 3(38) 401(k) Retirement Plan Adviser”. Read more » Introducing Avantax Wealth Management September 9, 2019 We are pleased to announce that on Sept. 16, 2019 we will officially be rebranding to Avantax Wealth Management℠, which allows us to unify our... Read more » Find your place at Avantax Wealth Management℠ Apply Now 6333 N. State Hwy. 161 Fourth Floor Irving, TX 75038 877-959-8400 | Email Avantax ​ -- © 2020 Avantax. All rights reserved. Avantax Wealth Management SM is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services SM , Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory Services SM . Insurance services offered through licensed agents of an Avantax affiliated insurance agency. Security and Privacy | Code of Ethics About Solutions Partner with us Insights Careers Contact us Clients Advisors Check us out on BrokerCheck × Thank you Thank you for contacting us. We will be in touch soon with information about how Avantax can help you and your firm....