Avantax Inc: Overview

Avantax Inc (Avantax), a subsidiary of Aretec Group Inc d/b/a Cetera Holdings, is a financial services company that specializes in tax-intelligent investing. The company's main activities include personal wealth and financial planning, wealth management, retirement planning, and support for tax professionals and CPAs. Avantax offers comprehensive financial services and products, with a focus on holistic, tax-smart approaches to wealth management. The company's services are utilized by families, individuals, and small businesses, as well as independent tax and non-tax professionals. Avantax operates through a network of independent professionals across the US. Avantax is headquartered in Dallas, Texas, the US.