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Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets

DALLAS, June 06, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes ATS Advanced Trustee Strategies, an elite firm based in San Diego, California, with over $400 million in total client assets1 as of April 1, 2022.