Our firm’s wealth management support and services provider, HD Vest Financial Services®, is being renamed Avantax Wealth ManagementSM on Sept. 16, 2019. The name change has no impact on client accounts or the services we provide. The terms and conditions of clients’ existing agreements will continue and remain unchanged, so no action is required.
HD Vest Financial Services® is changing its name to Avantax Wealth ManagementSM to better reflect the company’s beliefs and the unique value its community of financial advisors provide to clients. The community believes that most financial decisions, at their core, are tax decisions. Avantax believes that taxes have become something people dread and many financial professionals ignore. Many financial companies treat taxes as an afterthought. They may not address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management believes that the key to long-term financial success lies at the intersection of taxes and wealth management – and seeks to provide Carlisle Financial Group with the support and capabilities needed to deliver tax-smart financial services.
After Sept. 16, clients will see communications and statements referencing Avantax Investment ServicesSM for securities and investment products and Avantax Advisory ServicesSM for investment advisory services. A notification mailing from Avantax Wealth Management President Enrique Vasquez will be sent to all our financial services clients.
Please note that there is absolutely NO ACTION REQUIRED from you. This name change will not result in any changes to your investments or to any other products and services you receive. If you have any questions, don’t hesitate to call our office.