35 Court Street
Zonin Wealth Management was recognized as one of the top affiliates of Avantax Wealth ManagementR in 2021 for the third year in a row.
Pt. Pleasant, NJ – April 2022 – ZONIN WEALTH MANAGEMENT has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to attend the Avantax Elite Summit where firms are recognized for their extraordinary client service and business achievements, network with other top firms in the Avantax Community, and have ample opportunity to meet with Avantax senior leaders.
The prestigious invitation-only Avantax Elite Summit 2022 will occur in June at the Four Seasons Resort Oahu at Ko Olina in Oahu, Hawaii.
"Mahalo to our clients for their continued trust and confidence in us. Our relationship and your introductions to loved ones make this possible."
Elite, top-producing Avantax firms like ZONIN WEALTH MANAGEMENT] exemplify the strengths and value of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.
“The exceptional service our elite firms provide to their clients epitomizes the Avantax mission to provide clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning,” said Todd Mackay, President of Avantax Wealth Management®. “It’s not easy to achieve what our top firms have; it takes a never-ending commitment to doing what’s best for clients while being able to look into the future and anticipate client needs and the changing industry landscape so clients receive the best possible advice, which comes from marrying tax and financial planning, like only Avantax and its affiliates can.”
About Avantax Wealth Management®
Avantax Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax technology, tax and wealth management insights are used by Avantax Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.