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?
Take this quiz to:
Identify pitfalls that may prohibit your success
Build a holistic wealth management strategy
Learn to shore up investments during tough economic times
Minimize uncertainty & feel confident in your investment plan
Don't let small financial mistakes add up over time
We are experiencing uncertain economic times...
Are you confident your financial strategy will weather the storm?
Take this quiz to:
Identify pitfalls that may prohibit your success
Learn to shore up investments during tough economic times
Learn to shore up investments during tough economic times
Minimize uncertainty & feel confident in your investment plan
Don't let small financial mistakes
add up over time
THE AVIOR NAVIGATOR
We Believe That Your Wealth Has A
Purpose For Your Life.
When that purpose is clearly defined, we can open up a world of possibilities for creating your most successful plan to guide you there.
The most effective financial plans are intentional with a clear outcome in mind.
But if you’re like many of our clients when they first come to us, you haven’t had the opportunity to really sit down, define the true purpose behind your money, and build a plan that makes a real difference.
Your hopes and dreams for your life, your business or career, and the lives of those you love matter. Navigating you toward them is the guiding purpose of our firm.
THE AVIOR NAVIGATOR
We Believe That Your Wealth Has A Purpose For Your Life.
And when that purpose is clearly defined, we can open up a world of possibilities for creating your most successful plan to guide you there.
The most effective financial plans are intentional with a clear outcome in mind.
But if you’re like many of our clients when they first come to us, you haven’t had the opportunity to really sit down, define the true purpose behind your money, and build a plan that makes a real difference.
Your hopes and dreams for your life, your business or career, and the lives of those you love matter. Navigating you toward them is the guiding purpose of our firm.
THE AVIOR NAVIGATOR
Plan With Intention. Live With Purpose.
Assess
Assess Your Current
Advisory Team & Strategy
Coach
Begin Your Personal Wealth Development Coaching
Set Goals
Define Your Lifestyle Objectives Beyond A Dollar Amount
Build Team
Build Your Dedicated
Advisory Team & Strategy
Grow
Implement Strategy & Receive
Continued Personal Coaching
THE AVIOR NAVIGATOR
Plan With Intention.
Live With Purpose.
Assess
Assess Your Current
Advisory Team & Strategy
Coach
Begin Your
Personal Wealth Development Coaching
Set Goals
Define Your Lifestyle Objectives
Beyond A Dollar Amount
Build Team
Build Your Dedicated
Advisory Team & Strategy
Grow
Implement Strategy & Receive
Continued Personal Coaching
THE AVIOR NAVIGATOR
Our Approach
It Starts With Trust
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.
Putting your goals first
When we sit down with you to talk about wealth management, we start by understanding who you are and what you value most. Oftentimes this exchange naturally shifts to identifying similar hobbies, showing off pictures of grandchildren or laughing about the family pet that has captured our hearts.
We recognize that the impact of our work extends far beyond our office, and it’s with this in mind that we purposefully pursue our work.
THE AVIOR NAVIGATOR
Our Approach
It Starts With Trust
We are people who believe in the power of a strategic plan. As financial planners, we create, implement and monitor plans daily, but we also believe 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.
Putting your goals first
When we sit down with you to talk about wealth management, we start by understanding who you are and what you value most. Oftentimes this exchange naturally shifts to identifying similar hobbies, showing off pictures of grandchildren or laughing about the family pet that has captured our hearts.
We recognize that the impact of our work extends far beyond our office, and it’s with this in mind that we purposefully pursue our work.
AVIOR WEALTH
Our Services
Tax Preparation & Accounting
As a wealth management firm, the Avior Wealth team provides tax planning in addition to financial planning and investment advice. We believe that our approach can help you find more opportunities to save on taxes.
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.
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
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.
AVIOR WEALTH
Our Services
Tax Preparation & Accounting
As a wealth management firm, the Avior Wealth team provides tax planning in addition to financial planning and investment advice. We believe that our approach can help you find more opportunities to save on taxes.
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.
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
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.
The Future Of Wealth Management Is Here
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.
The Future Of Wealth Management Is Here
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.
What Avior Clients Are Saying
Edwin J. Barea-Rodriguez
PhD, Professor and Associate Dean for Student Success at UTSA
"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.
What Avior Clients
Are Saying
Edwin J. Barea-Rodriguez
PhD, Professor and Associate Dean for Student Success at UTSA
"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."
*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.
Answer "NO"
If These Questions Do Not Apply To You...
- Do I have a dedicated team of attorneys, CPA's, tax strategists, and more?
- 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?
If You Answered NO to ANY Of The Questions Above, Take The Quiz and then Book A Free Financial Strategy Session To Change Your Life Forever!
Answer "NO"
If These Questions
Do Not Apply To You...
- Do I have a dedicated team of attorneys, CPA's, tax strategists, and more?
- 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?
If You Answered NO to ANY Of The Questions Above, Take The Quiz and then Book A Free Financial Strategy Session To Change Your Life Forever!
Gain Control Of Your Financial Future
Gain Control Of Your Financial Future
We strongly believe in managing your wealth with excellence and integrity, and that caring for your wealth means more than managing money… it’s caring for the future your wealth can create. We don’t take that lightly.
Our guiding purpose is to make a difference in your life and help you achieve the things that matter most.
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
© 2023 Avior Wealth. All Rights Reserved.