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.
Welcome to Our Office!
With the completion of our new office building in the Fall of 2020, Avaii Wealth Management officially planted roots in the Fox Valley.
The building is even more beautiful than envisioned, and we are fortunate 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.
Join Our Team of Advisors
"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 ethical 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
synonyms: unselfish · selfless · self-sacrificing · self-denying · considerate · compassionate · kind · decent · noble · public-spirited · generous · magnanimous · ungrudging
In Summary, you’ve been in the game a while, your clients trust and respect you, and winning looks like doing what is right for your clients - always. You play well with others and welcome new insights to help make your work better. Whether you’ve got a long career ahead of you, or you are winding down and looking to place your clients into the hands of a capable, thriving, fun, and genuine team, let’s talk.
Our culture is something we take very seriously; it is what guides us in everything we do. We are joyful, grateful, and transparent. We commit to a spirit of excellence in all aspects of our firm: branding, reputation, office space, and most importantly, client experience. As a fiduciary company, we are client-centered and built to last. If these traits sound like a good fit, reach out to see what we can do for you and your clients!