2101 N Casaloma Dr, Appleton, WI 54913

920-214-1212
avaii@avaii.com
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Financial Planning for All of Life’s Stages


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Financial Planners in Appleton, WI

The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.

When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy.

Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals. 

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Services
How Can We Help You? 

Our financial planners offer a wide variety of services, all geared to help you with your financial goals.

Fee-Only Planning

Fee-Only Planning

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Asset Management

Asset Management

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Insurance Planning

Insurance Planning

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Retirement Cash Flow Management

Retirement Cash Flow Management

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Tax Planning & Preparation

Tax Planning & Preparation

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Life Planning

In addition to the customizable financial services listed above, we focus on where you are in your life journey. Our process and financial planning center around and are guided by your current life stage and individual goals.

The Building Years

You’ve laid the groundwork—now it’s time to grow, strengthen, and make progress. When life throws you off course, we help create a plan to realign. Our goal is to help you strike the right balance between enjoying today and planning wisely for what’s ahead.

The Solidifying Years

Retirement is starting to feel real. What once seemed far off is now on the horizon—and the questions start to come: Can I actually retire? When’s the right time? What about health insurance? We’re here to help you sort through the details and make confident decisions about what’s next.

The Retirement Years

You’re retired—and life looks different now. You’re rediscovering how you spend your time and energy, and maybe even redefining what brings you purpose. This chapter brings change, and we’re here to help you navigate it—making sure your retirement stays secure, comfortable, and aligned with what matters most.

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“Everyone is very welcoming, informative, and helpful from the moment we step in the door until we leave. I feel they have our best interest at heart when making recommendations with our investments and finances. Highly recommend!”

– Gary S.

This testimonial was provided by “Gary S.”, a current client of Avaii. No compensation was provided for this testimonial. This client’s experience may not be indicative of all client experiences.

To view all reviews, you can click here.

"We've always had great experiences dealing with Mark at Avaii. He explains things thoroughly and responds quickly to any questions or concerns that come up. We feel confident entrusting our finances with Avaii. Thank you."

– LJ Gitz

This testimonial was provided by “LJ Gitz.”, a current client of Avaii. No compensation was provided for this testimonial. This client’s experience may not be indicative of all client experiences.

To view all reviews, you can click here.

“Dave Jensen always listens and only gives advice with my best interest in mind and does not try to sell unneeded services.
A man you can trust”

– Dan O.

This testimonial was provided by “Dan O.”, a current client of Avaii. No compensation was provided for this testimonial. This client’s experience may not be indicative of all client experiences.

To view all reviews, you can click here.

For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

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