Avantax acquires GA Investment Management to enhance wealth management services

Avantax acquires GA Investment Management to enhance wealth management services

Avantax Inc., a premier tax-focused financial planning and wealth management firm, has acquired GA Investment Management (GA), an unaffiliated Pennsylvania-based wealth management company. This strategic acquisition has led to the onboarding of $400 million in GA client assets to the Avantax platform, integrating 10 GA employees as W-2 employees of Avantax. Strategic Acquisition and Seamless […]