Representatives from Thielen & Associates, Inc. were celebrated as exceptional affiliates of Avantax® Inc., a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2024 in Nassau, Bahamas.
A small contingent of independent Avantax Financial Professionals was invited to attend the Avantax Elite Summit, held May 19-22 at the Grand Hyatt Baha Mar resort in the Bahamas. During the Avantax Elite Summit, firms are recognized for their exemplary client service and business achievements and have the opportunity to network with other leading firms in the Avantax Community while meeting leadership from Avantax and Cetera Holdings, which acquired Avantax last year, and Cetera Holdings’ affiliates (collectively Cetera).
“We are honored to be recognized by Avantax at this distinguished event. Our commitment to providing exceptional service to our clients is unwavering, and it is a true privilege to be acknowledged as one of the leading firms in our industry. We owe this recognition to our wonderful clients who trust us with their business," said Paula Thielen, Managing Partner of Thielen & Associates, Inc.
Successful Avantax firms like Thielen & Associates, Inc. are committed to changing clients’ lives by having deep and trusted relationships with their clients and delivering the tax-focused financial planning and wealth management needed throughout their financial journey.
“The Avantax Elite Summit was a particularly momentous event this year as our Financial Professionals were joined with the Cetera leadership team to learn more about the exciting opportunities ahead as we further assimilate with Cetera,” said Avantax President Todd Mackay. “The Avantax Elite Summit is also a time when my leadership team and other Home Office staff can, in a more intimate setting, hear our leading Financial Professionals’ needs so we can make business adjustments that enable us to serve them even better while helping them fulfill their purpose.”
About Thielen & Associates, Inc.
At Thielen & Associates, Inc. we provide financial solutions for sustainable change. Our team of wealth management professionals has decades of experience analyzing clients’ unique needs and lifestyles, assessing their goals, and helping map out a plan that allows them to pursue the financial success they desire.
About Avantax®
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For additional information, please visit www.avantax.com.
