Avantax, the wealth management business of Blucora, a provider of technology-enabled, tax-focused financial solutions, has welcomed Maestro Wealth Advisors to the firm.
Craig Moser and Jennifer Moser founded Maestro Wealth Advisors with a vision of providing quality and objective financial advice to their clients.
The company transferred to Avantax from World Equity Group, and from Retirement Wealth Advisors, Maestro’s former Registered Investment Advisor (RIA).
The group will reportedly benefit from the multiple layers of support Avantax can provide, and the wide range of tools and technologies that support practice management, firm growth, and client service.
Moser said: “With Avantax resources, we can help clients without setting up everything from scratch ourselves. This lets us deliver Maestro’s real value, which is taking time to sit down with clients, listen to them, and help them make really good decisions about their financial future.”
Todd Mackay, president, Avantax Wealth Management, added: “We continue growing our high-quality community of Avantax Financial Professionals by earning the trust and confidence of professionals like Craig and Jennifer Moser.
“Their success demonstrates the value created by combining tax and financial planning with the empathy needed to help clients make sound financial decisions.”