Wealth Management At Topel Forman

Asset Management

The integration of Topel Forman’s accounting experience and the wealth management experience of Avantax Planning Partners℠ lets us develop a tax-smart investment strategy.

Your tailored investment strategy is centered around what matters most to you. Your plan will be designed to minimize tax impact, harvest any tax losses, and created to implement tax-friendly investment solutions. Through Avantax, your investments will be regularly monitored based on economic & market conditions and adjusted for growth and income models as needed.

Investment Advisory Committee

With diverse backgrounds in wealth management, the members of the Avantax Planning Partners Investment Advisory Committee deliver a multi-faceted approach to your investment management.

Our Investment Process

Our team gets to know you and your goals, timeline, tax situation, and risk tolerance. Based on your objectives, liquidity needs, timeline, tax impact, a diverse asset allocation will be designed. Once investments are selected, they will be monitored and rebalanced as needed.

Contact Our Team

 

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Topel Forman.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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