Wealth Management Overview

We provide full wealth management services designed to holistically combine our tax expertise with the financial planning knowledge of Avantax . We create a planning program centered on your long-term financial goals. We can visually lay out a long-term plan looking at all the impacts of financial decisions (including tax implications). We can demonstrate how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. 

Services

As part of our wealth management services, we offer:

  • Income Tax Planning
  • Managed Accounts
  • Brokerage & Direct Fund Accounts
  • Agriculture Specialization
  • Investment & Insurance Review
  • Estate Specialization
  • Retirement Planning Solutions
  • Risk Management
  • Personal Planning

Financial Future: Answering Your Top Questions During Times of Uncertainty 

Recently, we held a discussion addressing top financial planning questions, such as CARES Act, including changes in deductions, required minimum distributions, and IRA accounts. We invite you to watch and see how our disciplined approach to planning provides comfort and confidence in the future, despite market volatility and business interruptions. 

Schedule An Appointment

 

***Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Mather and Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
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.

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