National Recognition

KPS Wealth Management, LLC 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.

“We are honored and humbled to be recognized as one of the top affiliates of Avantax.  We owe this to the loyalty, trust and dedication of our incredible clients.  We will continue to help them do with their money what they need to do, not necessarily what they want to do, so they can stay retired or someday retire with dignity, independence and the peace of mind of knowing that their money will outlive them and not the other way around.” 

Elite, top-producing Avantax firms like KPS Wealth 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 KPS Wealth Management, LLC

KPS Wealth Management, LLC is led by Jeffrey Steinberg, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter and a Chartered Financial Consultant.  Jeff provides his clients with a comprehensive range of wealth management solutions directly related to their specific financial, retirement and estate planning needs and goals.  For more information, please visit us at www.KPSWealth.com.

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.