About Us

We believe a critical aspect of our approach to wealth management is educating our clients on the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. In our experience, well-informed clients are better able to collaboratively work with our advisers to set focused financial goals.

It is important to have a number in your mind for retirement however it’s even more important to have a strategic plan you helped create to pursue your number and ultimately your dream of financial freedom.

Research, learn and work together with one of our wealth managers to create your own step-by-step strategic plan that turns your number from a dream to a goal and ultimately to a reality.

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 Services^SM, Member: FINRA, SIPC. , Investment Advisory services offered through Avantax Advisory Services^SM, Insurance services offered through Avantax Insurance Agency^SM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party 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 Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

Avantax Investment Services^SM and Avantax Advisory Services^SM are not affiliated with Concentric Wealth Management, LLC.