Our Purpose

Formed from AVZ & Co., P.C. in 1999, AVZ Wealth Management exists to provide exceptional wealth management services to help friends and family achieve financial peace of mind. We provide the emotional and intellectual support necessary to transform complex choices into actionable financial solutions. We understand that life is filled with choices, and we take your decision to partner with AVZ Wealth Management seriously. Our team works together as financial advisors and CPAs to design tax-optimized, comprehensive solutions that account for every detail of your financial well-being.

  • We believe in forthright, comprehensive, conservative advice. We acknowledge the grey space in life, but deal in facts when it comes to your financial well-being.
  • We believe that excellence comes from being bold enough to ask “what if?” and having the courage to see it through.
  • We want to be active partners in your decision making and believe in being a contributor to everyone’s story.
  • We believe that advice is only as good as its implementation. We encourage our clients to be active participants in planning their financial future.

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.

Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Website for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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