Individual & Family

Wealth Management & Financial Planning

Plan For The Future

Olsen Thielen partners with Avantax Planning Partners to provide services in lifetime planning, risk management, investment advisory, retirement planning, and financial planning for the next generation.  The integration of Olsen Thielen’s accounting experience and the wealth management experience of Avantax allows us to identify strategies to minimize your tax impact, harvest tax losses, and implement tax-friendly investment solutions.

Avantax works exclusively with CPA firms and their clients across the nation. This team approach to wealth management ensures clients receive the guidance they can trust, planning they can understand, and financial strategies that make a difference.

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Investment advisory services are offered through Avantax, a SEC-Registered Investment Adviser. Avantax and Olsen Thielen are separate legal entities.

Disclaimer:  Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. 

Investment advisory services are offered through Avantax Planning PartnersSM  Commission-based securities products are offered through Avantax Investment ServicesSM , Member FINRASIPC. 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 Olsen Thielen. 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice. Please consult with Olsen Thielen and your legal professional for specific information regarding your individual situation. 

Articles & News

The IRS's latest notice suspends RMDs for some inherited IRAs in 2024, offering beneficiaries a financial breather. Find out if you qualify for this waiver and how it affects your tax obligations.
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Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home's appreciation impacts your taxes and discover strategies to reduce your tax burden.
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