Avantax – a community within Cetera Holdings and a leader in tax-focused financial planning and wealth management – announced it welcomed independent financial advisor Carolyn Bare, founder of Trust Matters Financial (a wealth management firm that prioritizes working with small-business owners and clients who want legacy planning and wealth transfer advice).
Based out of Greenville, South Carolina, Bare has over 16 years of licensed experience in the financial services industry.
Bare always considers tax as she seeks to help clients manage, protect, and transfer their wealth. Her emphasis on tax efficiency regarding investment portfolios, including minimizing clients’ capital-gains tax, was key to her joining Avantax.
Before launching Trust Matters Financial, Bare operated a consulting firm that educated financial advisors on advanced trustee services. She also taught postgraduate economics at California and Nevada universities for eight years and was a Wealth advisor.
KEY QUOTES:
“The single most advantageous aspect of choosing Avantax over other broker/dealers was being able to transition nonqualified accounts without taxable consequence to the client. Advisors have been asking the industry for a tax software overlay product for decades and Avantax has the solution.”
“I’m always looking to optimize clients’ wealth by using advanced tax and investing strategies, which aligns with Avantax and their tax-intelligent approach to financial planning. A tax-efficient model is what I’ve pursued because it is both extremely important and often overlooked by clients. Avantax has been wonderful in that regard. Their software is out of this world; their tools pop up on my screen every day showing my clients’ capital-gains situation. You can’t do that manually as an advisor with a sizeable business. Utilizing Avantax tools I can make decisions and take action for clients much more efficiently and timely.”
“Transitions are hard, but Avantax put together a great transition team. They set up the process in phases that are very clear. There are several people on the team, each with specialized skills which is great because one person can’t know how to do everything, and it takes more than one person to guide you through the entire process. Avantax staffs their transition teams very well and made it the best it could be. I had a wonderful experience. I can’t say enough good things about the transition teams and the sophistication of tax-advantaged tools available at Avantax. I am pleased with my decision to join Avantax.”
– Carolyn Bare
“Carolyn has done a wonderful job networking with attorneys to support clients’ legacy planning needs, and we’re pleased she saw Avantax and our tax-intelligent approach as a natural fit. I love hearing Carolyn talk about how she stands up for her clients, which she does by blending empathy and assertiveness. Her commitment to long-lasting client connections is the same approach Avantax takes with our amazing Financial Professionals.”
– Laurie Stack, VP, Business Development
