Partnership Summary
LINKED Wealth Partners, a collaborative community for financial professionals
LINKED Wealth Partners is a collaboration between Link Wealth Strategies and other financial professionals, such as tax professionals and estate planners. We work together to deliver holistic planning and investment management supported by innovative tax strategies to our clients.
Link Wealth Strategies develops partnerships with talented, licensed tax professionals in the Topeka and Greater Kansas City areas that (1) increase their company’s ability to care for each client’s unique situation, and (2) increase client satisfaction and retention; thereby, (3) increasing their firm’s value.
Avantax Investment ServicesSM is known in the investment industry to license tax professionals and equip them to serve the investment and retirement planning needs of their tax clients. The challenge to this niche is the time involved in providing up-to-date planning and investment strategies, while maintaining up-to-date education and knowledge regarding tax and accounting.
Let our firm serve as your back office. As part of your team, together, we provide our clients with premier access to holistic financial planning.
Our firm specializes in being the retirement planning and investment management arm of firms like this. We work hand-in-hand with excellent tax professionals to provide clients with tax-smart investment advice based on their unique circumstances.