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Avaii Wealth Management: How Our Independence Benefits You

It’s not often in life that you get the opportunity to make your dream a reality, so it is with great excitement that I announce my new firm, Avaii Wealth Management. After almost 20 years in the finance industry, I took a leap of faith and founded Avaii Wealth Management with Jeff Rainer (Founding Wealth Advisor) and Joel Blattner (Founding Direction of Investments and Planning). In our work at our previous firm, we felt that we were serving our clients in the same way an independent advisor would, but some changes were announced that pushed us to truly become independent and continue to act as fiduciaries for our clients.