Avantax Wealth Management recently announced that Maestro Wealth Advisors, a hybrid practice headquartered in Winston-Salem, N.C. with more than $133 million in client assets, has joined its platform.

Maestro, founded by Craig Moser and Jennifer Moser, MBA, was formerly affiliated with Retirement Wealth Advisors, LLC, a registered investment advisor, and broker-dealer World Equity Group, Inc.

According to the news release, Maestro’s leaders decided to switch to Avantax in order to leverage its tools and technologies that support practice management, firm growth, and client service.

In 2019, Blucora, a financial services company based in Irving, Tex., purchased 1st Global and combined it with subsidiary HD Vest to form Avantax Wealth Management. At the end of 2020, Avantax had more than 3,750 advisors and $83 billion in total client assets.