Yeo & Yeo Wealth Management Receives Multiple Awards from Avantax Planning Partners
Yeo & Yeo Wealth Management (YYWM) received three company awards and two individual awards at the 27th Annual Avantax Planning Partners℠ (Avantax) Elevate conference, including:
- The Growth Award, which celebrates the expansion of firms that have implemented a wealth management growth plan and have seen exceptional year-over-year results.
- The Risk Management Partner Award, which recognizes companies that fully engage with the Avantax insurance and annuity teams to comprehensively review clients’ entire financial picture, including risk management strategies.
- Top Wealth Advisory Firm in the large firm division,* which recognizes companies that have gone above and beyond to provide clients with a best-in-class planning and wealth management experience.
“At Yeo & Yeo Wealth Management, our success is rooted in the strong relationships we build with our clients and our commitment to innovation,” said tax & consulting Principal, Andrew Matuzak, CPA, PFS. “These awards highlight our dedication to fostering trust and delivering personalized, forward-thinking solutions that help our clients thrive today and in the future.”
In addition to these firm recognitions, Pete Bender, CPA, CFP®, Yeo & Yeo Wealth Management leader, was among eleven individuals recognized as part of the President’s Club, and Tara Stensrud, CPA, NSSA, PFS, received the 2023 Client Advocate Award.
“Our wealth management team is dedicated to helping our clients navigate their financial journeys successfully, and that starts with listening to their goals and connecting them with effective strategies,” Stensrud said.
Yeo & Yeo Wealth Management works closely with Avantax, a pioneer in tax-smart investing, financial planning and wealth management, to provide a comprehensive approach to financial planning. Using a unique tax-focused perspective, Yeo & Yeo Wealth Management’s experienced financial planners develop strategies to help clients meet their overall financial goals and desired lifestyle for today and tomorrow.
“Looking at wealth management through a tax-focused lens is crucial because it allows us to provide opportunities to maximize our clients’ financial outcomes while minimizing tax liabilities,” Bender said. “We offer tools, like our 1040 Analyst and Guidance Planning Strategies program (GPS), to help clients find ways to strengthen their financial situation holistically.”
Awards were presented at the Avantax Elevate Annual Conference in Saint Louis, Missouri.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.
About Yeo & Yeo Wealth Management
Yeo & Yeo Wealth Management (www.yeoandyeo.com) helps businesses and individuals with their wealth management and investment strategies. Working closely with AvantaxSM, a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies, and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.