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Darnall Sikes Wealth Partners

EST. AUM
$1,900,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website darnallsikeswealth.com
Client types

Overview

Darnall Sikes Wealth Partners merged with Avantax Planning Partners, a Cetera company. Darnall Sikes Wealth Partners is referenced in connection with Avantax’s tax-intelligent planning platform, which is described on the provided website as an approach designed to help individuals feel confident about their financial plan by integrating tax considerations into broader financial decision-making. The platform emphasizes holistic and customized planning that considers a client’s overall financial picture rather than isolated components, with the stated goal of aligning planning strategies to individual lifestyles and objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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