About Asset-Map

Gain Clarity and Control Over Your Financial Picture

Asset-Map is an innovative tool designed to give you a clear picture of your full financial situation. It provides a comprehensive graphical representation of your assets, liabilities and overall financial health. By visualizing your financial data, we can engage in more productive conversations about your priorities, helping you feel empowered to take control of your future.

See Your Entire Financial Picture at a Glance

Instead of sifting through pages of statements and documents, AdviceWorks enables you to see your full financial picture at a glance. With this complete overview, you gain valuable insights into your opportunities and challenges, and make adjustments as needed.

Chart a Path to Your Ideal Future

Using Asset-Map, we review your financial situation and develop a personalized strategy that aligns with your goals. We identify key areas for improvement and opportunities for growth, enabling us to create a tailored action plan that addresses your specific needs.

A Personalized Plan for Your Success

With the insights gained from Asset-Map, we work together to create a personalized financial plan that reflects your circumstances. This plan is not a one-size-fits-all solution; instead, it’s designed specifically for you, taking into account your values, goals and risk tolerance.

For use with financial professionals only. Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.