Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
CPA Practice
MAY 1, 2024
a provider of tax-focused financial planning and wealth management, has acquired the wealth management business of Integrated Tax & Wealth Strategies, an independent wealth management firm that is one of the largest businesses within the Avantax Community, with $760 million in total client assets, as of Dec.
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