Broker Check

Avantax Advanced Case Solutions

Complex Family Circumstances Demand a Comprehensive Approach

Our Advanced Case Solutions team is dedicated to assisting you in creating investment solutions that are specifically designed to match your individual suitability profile, financial goals and objectives. We transform data into actionable recommendations for clients who need multi-faceted investment solutions and planning strategies, ultimately helping to develop a thorough and personalized plan.

Data-Driven Insights for Personalized Investment Strategies

Advanced Case Solutions provides knowledge from an entire team of experts - internal partners in financial planning, insurance, lending, advisory, annuities, and alternatives. Working together to provide the most comprehensive tax-intelligent plan. Including:

  • Tax-Smart Portfolio Analysis
  • Asset Allocation and Sector Analysis
  • Capital Gains Impact Analysis
  • Managed Account Customization
  • Yield Summary
  • Estate Plans, Trusts and Philanthropy
  • Investment Solutions for Financial Plans

Our Team

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Matt Strough
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Rod Washington
Our Process
Our History
Our Values
Our Resources
Client Centered

Our Advanced Case Solutions team is dedicated to offering you unparalleled support and guidance across a wide array of financial services. With deep expertise our team ensures that your unique needs are met with precision and care. By conducting in-depth discovery sessions, we gain a comprehensive understanding of your financial landscape. This allows us to perform a thorough analysis and apply critical thinking to deliver tailored solutions that give you an edge. Whether you are looking to optimize your investments or secure your legacy, our knowledgeable team is here to help you work toward your goals with confidence and clarity.