Attention Investors with over $500,000 in investible assets
Over 2,000 clients trust Avior Wealth worldwide
Over $2,000,000,000 in assets managed*
Tailored to Individuals with $500,000+ to invest
Talk to an Advisor Now
We are experiencing uncertain economic times...
Are you confident your financial strategy will weather the storm?
See if you're making any of the common mistakes that destroy portfolios during times like these...
Safeguard Your Future
With Avior's 7 Pillars of Wealth
Watch this free video to:
- Identify pitfalls that may prohibit your success
- Learn to shore up investments during tough economic times
- Build a holistic wealth management strategy
- Minimize uncertainty & feel confident your investment plan will meet your retirement & lifestyle goals
Don't let small financial mistakes add up over time
Avior's Differentiated Approach To Wealth Management
Plan with intention. Live with purpose.
At Avior, we are known for helping people clearly define the true purpose of their wealth so they can pursue their most purposeful life. We deeply understand that caring for your wealth means so much more than managing money… it means caring for the future your wealth can create. Our guiding purpose is building your plan with great intention, excellence, and care so we can help you achieve what matters most to you and those you love.
Avior Wealth
Putting your goals first.
We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose.
Creating a financial plan helps you see the big picture, set short and long term goals and really understand how to work toward those goals in manageable ways.
People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners.
What Avior Clients Are Saying About Our Team Advisory & Personal Coaching Approach To Wealth Management
Edwin J. Barea-Rodriguez
PhD, Professor and Associate Dean for Student Success at UTSA
I'm 62 years old, and I have worked with 3 other wealth management companies. I have never received the type of personalized treatment I have received from Avior.
Irmo Marini
PhD, Professor at UTRGV
It's been a world of difference. Our current advisor puts out weekly newsletters. He keeps us informed on the volatility in the market, historical trends, and the state of our economy.
Tom & Mellisa Auers
Active Duty Officers in the USAF
We had finally reached a point where our portfolio was so diverse, we just couldn't manage it ourselves. We decided we needed to partner with a professional who did this for a living.
Edwin J. Barea-Rodriguez
PhD, Professor and Associate Dean for Student Success at UTSA
I'm 62 years old, and I have worked with 3 other wealth management companies. I have never received the type of personalized treatment I have received from Avior.
Tom & Mellisa Auers
Active Duty Officers in the USAF
We had finally reached a point where our portfolio was so diverse, we just couldn't manage it ourselves. We decided we needed to partner with a professional who did this for a living.
Irmo Marini
PhD, Professor at UTRGV
It's been a world of difference. Our current advisor puts out weekly newsletters. He keeps us informed on the volatility in the market, historical trends, and the state of our economy.
*Mr. Barea-Rodriguez, Mr. and Mrs. Auers and Mr. Marini are all clients of Avior Wealth Management, LLC who have agreed to give testimonials. None of these clients have been paid any form of compensation for their testimonials.
If You Answered NO to ANY Of The Questions Below, You will benefit from watching this short video
- Do I have a dedicated team of attorneys, CPA's and tax strategists?
- Does my advisor proactively reach out with fresh ideas and strategies?
- Do I feel 100% confident that I will meet my retirement goals?
- Do I know what purpose every dollar I spend or invest serves?
- Do I have complete financial peace of mind?
- Does my strategy include clear milestones to reach my life goals, or is it solely focused on % returns?
- Does my current advisor ensure my day to day decisions keep me on track?
It's Time to Reclaim Certainty of Your Financial Future...
Avior Wealth
Services that make your goals happen
Creating a financial plan helps you see the big picture, set goals and understand how to achieve them in manageable ways. We understand the planning process is just that – a process. It changes as life shifts, however it serves as a guide.
Retirement Planning
Are you on the right track to retire? Your future dreams matter too much to leave your retirement up to guesswork and blind faith. With our team, we help you clearly define your retirement plan’s purpose - and help you get on the right track.
Investment Management
Why are you investing? It seems like a strange question, and yet, most investors have never clearly identified the true purpose for growing their wealth. We help you assign a deeper reason for investing that goes beyond returns.
Avior Wealth
Your Dedicated Team
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Financial Advisor
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Attorney
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Tax Planning Strategies
How do you know whether or not you’re leveraging your investments to reduce your tax bill? Our Tax Planning Strategies give you insight on how to best protect your wealth.
Insurance Planning
Do you have the right amount and type of insurance for yourself, your family, and the future? Our Insurance Planning services gives you complete confidence knowing you’re covered for all the what ifs of life.
Cash Flow Planning
How do I pay off my debt? What’s the best way for me to buy a car? These are only a few of the questions we can help you answer with our Cash Flow and Net-Worth Planning services.
Estate Planning
Your purpose doesn’t have to end when you pass away. With careful, tactful estate planning, we can help your values and wealth pass down to those that matter the most to you
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Education Planning
If you haven’t attended college in a while, the sticker shock can be stunning. The good news is that our Education Planning services can help make saving for college easier than ever.
Business Owner Planning
Grow and exit your business successfully with our Business Owner Planning services.
CPA
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Financial Planner
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Tax Strategist
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Safeguard Your Financial Future
Don't let small financial mistakes add up over time
© 2022 Avior Wealth. All Rights Reserved.
Investment Management and Financial Planning is offered through Avior Wealth Management, LLC, a SEC registered investment advisor. For more information of Avior, please visit www.brokercheck.finra.org