Tax-smart investment solutions

See how we differ

Most investment professionals look at finances the same way, but our Investment Advisor Reps are also tax professionals, which gives us the unique insight into your financial situation allowing us to uncover opportunities that other investment professionals often miss. We integrate tax information for a comprehensive picture. It’s this unique approach that allows our professionals to provide a strategic perspective for our clients. We can peek around corners, find hidden opportunities, and provide maximum clarity from a tax-smart perspective. For more information, call us at (302) 291-2714. 

Our services and products

As Investment Advisor Representatives for Advantax Investment Services, we are licensed to provide services for investment management, cash flow and debt management, family risk management, retirement planning, education/college planning, legacy and estate planning, business planning and special situations planning. For more information, call us at (302) 291-2714.

Important disclosure


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