Barry Jay 'BJ' Dekreek Makes Strategic Move to Avantax for Client Growth
Barry Jay 'BJ' Dekreek Joins Avantax for Enhanced Services
Barry Jay "BJ" Dekreek, a former professional golfer, has made the strategic decision to move his advisory practice from LPL to Avantax. This transition aims to better serve high-net-worth clients and leverage partnerships with CPAs. Dekreek is now affiliated with Legacy Capital Advisors, LLC, which is part of the Avantax community.
Expanding Investment Solutions for High-Net-Worth Clients
Through his new partnership with Avantax, Dekreek is poised to broaden the investment solutions and overall services available to high-net-worth clients. His goal is to enhance his practice by collaborating with CPAs and tax professionals, creating a robust network focused on delivering comprehensive financial strategies.
A Strong Foundation in Wealth Management
Dekreek has a well-established background, notably recognized in Atlanta for his achievements as a standout golfer at Georgia State University and his participation in various professional golf tours during the 1990s. Following his golfing career, he embarked on a successful journey in wealth management, accumulating over 20 years of experience.
Aligning with Legacy Capital Advisors
His decision to align with Legacy Capital Advisors, LLC stems from a strong attraction to their high-touch client service model coupled with effective back-office support. "I emphasize serving high-net-worth individuals and business owners, and I'm thrilled that Legacy's infrastructure allows me to spend more quality time with my clients," Dekreek shared.
The Value of a Tax-Centric Approach
Dekreek's affiliation also reflects his appreciation for the tax-focused strategies promoted by Avantax and Legacy Capital. His mission includes strengthening relationships with CPAs and tax professionals to optimize his clients' financial planning, ensuring they minimize their tax liabilities effectively.
Recognizing the Right Move
Clint Brookshire, CFP and Avantax Community Leader, expressed confidence in Dekreek’s decision, stating, "BJ made a thoughtful decision for his practice to join Avantax alongside Legacy, which will significantly enhance his operational efficiency." Brookshire acknowledged Dekreek's commitment to growth and assured him that opportunities would abound with the support of Legacy’s management team.
About Avantax and Its Offerings
Avantax presents a unique community within Cetera Wealth Services, focusing on tax-intelligent wealth management solutions. Their approach is designed to minimize clients' tax burdens through comprehensive and strategic financial planning. Financial professionals can benefit greatly from the resources Avantax offers, which aims to empower them to achieve their clients' financial goals.
A Commitment to Excellence
As part of Cetera Financial Group, Avantax provides independent financial advisors with personalized support, flexible affiliation models, and resources to help them scale their businesses effectively. The comprehensive support system ensures advisors are equipped with the technology and infrastructure needed to thrive in today's competitive landscape.
Frequently Asked Questions
What motivated BJ Dekreek to move to Avantax?
BJ Dekreek sought to enhance his services and investment solutions for high-net-worth clients while establishing stronger partnerships with CPAs and tax professionals.
How does Legacy Capital Advisors support Dekreek's practice?
Legacy Capital Advisors provides a high-touch client service model and efficient back-office support, allowing Dekreek more time to focus on client interactions.
What is Avantax's main focus in wealth management?
Avantax focuses on tax-intelligent wealth management solutions aimed at minimizing clients' tax burdens through strategic financial planning.
How long has BJ Dekreek been in wealth management?
BJ Dekreek has over 20 years of experience in the wealth management industry.
What type of clients does Dekreek primarily serve?
Dekreek specializes in working with high-net-worth individuals and business owners, offering them personalized financial services.
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