Welcome to Avaii Wealth Management
Avaii Wealth Management was created based on a few common sense approaches to financial planning and wealth management — put our clients first, provide actionable ideas in an unbiased way, and to speak in a language our clients can understand. This led us to our overarching life planning strategy.
The word avaii can be traced back to latin roots for “life plan” and that’s exactly what we provide. Too often, we see products being sold for the benefit of the provider rather than financial plans and strategies being used for the benefit of the client. Our team dropped the sales approach and focuses on acting in the best interest of every client we serve.
We believe that if we always put our clients first, create and implement plans with our clients based on their goals and dreams, and be genuinely grateful for the trust our clients place in us, we will continue to enhance financial futures and build lasting relationships.
We place a premium on planning, so helping you articulate your dreams and goals means we must collect the facts. Our first meeting will be conversational, focusing on your future. We will review what you have put in place up to this point, and help you move forward in the most efficient manner. We are a resource for our clients. We meet consistently with them to ensure we understand their goals, as well as to talk through any unforeseen expenses or cash flow needs.
Our advisory platform allows us to provide investment advice to our clients concerning asset allocation, security selection, and rebalancing. We will work with you to implement an appropriate asset allocation and invest in appropriate securities using mutual funds, exchange-traded funds (ETFs), individual equities, and/or individual fixed income securities that are considered eligible for use in the program. We will monitor the investments on an ongoing basis and make sure they meet our criteria to be recommended for purchase and to continue to be held in your account.
We will guide you through a comprehensive financial profile that will detail your time horizon, potential income needs, risk tolerance, and attitudes toward investing.
Create Personalized Investment Policy Statement
Based on the information gained from the financial profile, we will determine an appropriate asset allocation strategy. This strategy is formalized through an Investment Policy Statement (IPS) that helps provide the discipline to follow an investment plan and make decisions free from emotion. This document is the “compass” for the account and can help monitor the progress of the account as well as serve as a springboard to discuss significant changes to your personal or financial situation.
We have access to a variety of investment options such as mutual funds, ETFs, stocks, and fixed income securities to complete your asset allocation. Because we know that every investor is different, we have put together different models to fit your needs based on risk tolerance and tax treatment.
Review and Monitor
Advanced account servicing tools help us analyze whether an account remains in line with its IPS. We meet with our clients periodically to review any significant changes to your personal or financial situation and help determine whether these changes will require any repositioning of the portfolio.
Join our Team of Advisors
Be part of the new.
Teamwork begins by building trust. And the only way to do that is to overcome our need for invulnerability. – Patrick Lencioni
Why partner with Avaii?
Competitive payouts and low fees
Support – from on-boarding with ease to a team to help streamline your business as you see fit
Technology Packages focused on efficiency and ease of interaction for you and your clients
The ability to be independent in a boutique advisory firm setting with a strong culture
Client focused events to bring additional value to your clients
Turnkey investment portfolio management availability
What’s important to us?
Clear Compliance history and virtuous background
$20 million or more assets under management
Fee based only - no new commission based business
al·tru·is·tic | \ ˌal-trü-ˈis-tik \
Definition of altruistic: relating to or given to altruism; having or showing an unselfish concern for the welfare of others; altruistic acts/motives
In Summary, you’ve been in the game a while, your clients trust and respect you. Winning looks like doing what is right for them, always. You are a team player. You play well with others; you welcome others to make you better. You add great value to the team as well. Whether you’ve got a long career ahead of you or you are winding down and looking to put your clients into the hands of a most capable, thriving, fun, and genuine team, let’s talk. Our culture is something we take very seriously, it is the undertone to everything we do. We are joyful, grateful, and transparent. We carry a spirit of excellence from all aspects of our branding, reputation, our building, and certainly, our client experience. As a fiduciary company, we are client centered and built to last. Is it time to be part of the new?
We are home! Our new address is 2101 N. Casaloma Drive, Appleton WI 54913
Update August 24, 2020: We are all moved in and seeing clients in our new space. It's more beautiful than one could dream. We are so fortunate to get to work in a space that is a reflection of the inner beauty, joy, and peace of the people who gather here. It is a space that nurtures connection and ideas with excellence and honor. Welcome! This is Avaii Wealth Management.
Update August 10, 2020: Our new building is finishing ahead of schedule and will be packing up this week and moving next week. Our doors will open officially on Monday, August 24 at our new location at 2101 N. Casaloma Drive, Appleton 54913 by appointment only. Please contact us by phone or email if your matter is urgent. If it can wait until we are back to business as usual, we are most grateful. We so appreciate your patience as we transition.
Update May 4, 2020: In March, before things started shutting down, construction on the new office broke ground. It is an interesting time, but the build is right on schedule. As crazy as it's been to have this going right now, it is a beautiful sign that life is still moving forward.
Update May 18, 2020
Avaii Wealth Management is planting roots in the Fox Valley! Follow along as our building project takes shape. Avaii's new headquarters is expected to be complete in the Fall of 2020 at which time we will relocate from our rented space next to Bethesda Thrift Shop and move into our new space near the Timber Rattlers Stadium on North Casaloma Drive in Appleton. Regular updates will be posted on Facebook @Avaii Wealth Management.