Wehring Wealth Management 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 and business achievements, network with other top firms in the Avantax Community, and have ample opportunity to meet with Avantax senior leaders.
“We are here because of the work we do with our wonderful clients and the trust they bestow in our team, said Charlene Wehring, founder and financial advisor at Wehring Wealth Management. “As a top Avantax firm, we will continue to provide best-in-class products and services as well as have unique opportunities to participate on industry committees and councils and stay on the leading edge of trends and changes in our industry.”
Elite, top-producing Avantax firms like Wehring Wealth Management exemplify the strengths and value of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.
“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.”