Wymer Brownlee Wealth Strategies has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to attend the Avantax Elite Summit, where firms are recognized for their extraordinary client service, network with other top firms in the Avantax Community, and have ample opportunity to learn more about products and market trends that impact clients.
“Our team’s commitment and determination to provide nothing short of the very best experience for our clients has led us to exceptional growth opportunities over the last few years,” said Aaron Waters, Wealth Advisor. “Our boutique firm continues to compete and compare to the biggest firms across the country. It is our commitment to continue stewarding the most advantageous financial solutions for our clients through our team’s education and we continue to strive to provide a financial experience that our client’s can feel good about.”
Elite, top-producing Avantax firms like Wymer Brownlee Wealth Strategies exemplify the strengths and value of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.
Our mission to simplify the complexities of wealth and help our clients invest with purpose will always remain at our core,” said Kyle Brownlee, CEO and Senior Wealth Advisor. “We always strive to be the best for our clients so they can feel confident in our abilities and the financial and tax services we provide.”
“The exceptional service our elite firms provide to their clients epitomizes the Avantax mission to provide clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning,” said Todd Mackay, President of Avantax Wealth Management®. “It’s not easy to achieve what our top firms have; it takes a never-ending commitment to doing what’s best for clients while being able to look into the future and anticipate client needs and the changing industry landscape so clients receive the best possible advice, which comes from marrying tax and financial planning, like only Avantax and its affiliates can.”