Representatives from DBHW Wealth Partners were recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2023 in London, England this month. The firm was recognized as the first-ever female-led company to reach the top 10.
A small contingent of Avantax’s more than 3,000 affiliates is invited to attend the Avantax Elite Summit where 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 with Avantax leadership.
“We are here because of the work we do with our wonderful clients and the trust they bestow in our team,” said Charlene Wehring, managing member and senior wealth planner at DBHW Wealth Partners. “As a top Avantax firm, we will continue to provide best-in-class products and services as well as have unique opportunities to participate on wealth management committees and councils and stay on the leading edge of trends and changes in our industry.”
“We have our clients and the hard work and dedication of our staff to thank for this recognition and achievement,” said Lisa Pugel, managing member and senior wealth planner for DBHW Wealth Partners. “Women are at the forefront of redefining success in the business world. Through our unique perspectives and experiences, we are challenging traditional notions of achievement and paving the way for a more inclusive and balanced approach, and we’re honored to be the first women-led financial firm to receive this recognition within the Avantax network.”
Successful Avantax firms like DBHW Wealth Partners 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.
“Every year at the Avantax Elite Summit we celebrate the amazing achievements of our most successful independent Financial Professionals who collaborate with each other and Avantax to help clients pursue financial success through tax-intelligent planning,” said Todd Mackay, president of Avantax Wealth Management®. “Being together with these leading Financial Professionals is both humbling and energizing, and I’m more excited than ever about the future of our extraordinary Avantax Community.”
About DBHW Wealth Partners
DBHW Wealth Partners began as three independently operated organizations located in South Milwaukee and Brookfield, Wisconsin, and Bellville, Texas, as tax and accounting shops that were offering financial service to clients. They officially merged their firms, DB Tax & Wealth, Small Office Solutions, LLC, and Wehring Wealth Management in 2022 because they want to deliver the most robust and integrated financial, tax and accounting services possible to their clients. Whether you are a business owner needing operational support or an individual needing tax preparation services, they offer the added benefit of being able to handle your personal and professional tax needs as well as a financial plan, investment portfolio and accounting and bookkeeping all under one roof.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, we had $80.6 billion in total client assets as of March 31, 2023. For additional information, please visit us at www.avantax.com. You can also find us on LinkedIn.