Broker Check

Professional Money Management Overview

 It takes time and expertise to build and preserve wealth.   But you may be finding that managing your wealth requires more time than you have to spare.

A solution may be to hire a Professional Money Management team.  This decision may alleviate concerns about handling complex financial matters in today’s rapidly changing investment environment.   Personalized investment management provides investors with a professionally managed solution tailored to their unique goals and investment preferences.

Wayne R. Davies, CFP®, ChFC®, CFS® is a registered Investment Advisory Representative (IAR) with Avantax Advisory Services,SM which is a Registered Investment Advisor (RIA) with the United States Securities and Exchange Commission (SEC).   Mr. Davies will help you identify your goals and objectives, provide personalized financial advice and guidance, and recommend and implement an appropriate portfolio strategy to address your needs.  Avantax Advisory ServicesSM provides due diligence and resources such as investment research, portfolio modeling, and account administration including comprehensive consolidated quarterly performance reports which measure your portfolio’s progress toward your financial goals. 

As a client, you will have a range of preference options available, including mix of investments and a portfolio of designed to be within your tolerance for risk and market volatility.  Where appropriate, we'll also apply tax-smart investment techniques to help you keep more of what your investments earn.

Learn more about our approach to Professional Money Management on our Investments page and through the following brochures available from Avantax Wealth Management:

The Basics of Investing

Helping you paint a vibrant future

Learn more

Aim With Precision

Managing risk and return.

Learn more

Recipe for Pursuing Success

The value of working with an advisor

Learn more