Satalino Thomas J

Our team of dedicated professionals welcomes you to view our website where you will discover who we are and what we do, in addition to a various array of information related to topics such as taxes, finances, retirement and investments. We are here to use our knowledge and years of experience to help educate you and provide the tools necessary to make informed tax and financial decisions which are important to your overall wealth and well-being. Please contact us with any tax questions or financial concerns which might arise during the year.

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.