Aventail Wealth Management, LLC is an active company in our city. We seek to give back to our cherished clients, the community, and our staff. We hope to see you at an Aventail event real soon!
Navigating Today's Volatile Market Workshop
February 12, 2019
Aventail hosted an educational workshop presented by Brian Ulch, Chief Investment Advisor. Brian detailed strategies to reduce market losses, why it's important to diversify the taxability of qualified accounts, and ways to hedge against longevity risk.
Holiday Donation to Michelle's Closet
November 28, 2018
"Christmas is the season for kindling the fire of hospitality in the hall, the genial flame of charity in the heart." ~ Washington Irving This year, Aventail donated 100 items to Michelle's Closet. Each year Janice Honiker, creator of Michelle's closet, creates 100 gift bags to give to women in need for the holiday season.
Brian has written a book!
October 15, 2018
Brian's easy-to-read book outlines several topics including lifetime income, longevity risk, and much much more. Request your free copy of "Achieving a Lifetime of Financial Comfort" by calling (863) 333-1927 or emailing HeatherJaeger@AventailWM.com.
Women in Business Blog - A Winter Havenite in Shining Armour
September 28, 2018
Heather Jaeger was chosen to be featured in Greater Winter Haven Chamber of Commerce's new "Women in Business" blog series. Through her article, we learn about her background and why she is passionate about Aventail Wealth Management and Winter Haven. Read More Here
Endeavor Lunch & Learn: Smart Steps to a 7 Figure Future
June 15, 2018
Brian Ulch and Carol Shira discussed in detailed steps what young professionals could be doing in your 20s and 30s to create an investment portfolio that should grow to a million dollars or more by retirement. The focus of the talk was covering long-range strategies, but they also explained the importance of life & estate planning solutions for all stages of life.
March 20, 2018
Each spring, Aventail donates over 1,000 bottles of Water to a local school.
August 13, 2017
The Aventail Wealth Management team got together to celebrate reaching our company goals. We are so proud of our team. We celebrated by racing at Tampa Bay Grand Prix and eating lunch at Anthony’s Coal Fired Pizza. We had a blast. Heather’s aunt, Holly Holmes won first place, our very own Austin Tharp won second place and Carol’s husband, Bill Shira won third place. By working together as a team and reaching our goals, we are all winners.
Healing Drew’s Heart
July 9, 2017
Aventail Wealth Management was the host sponsor and also donated prizes to the Healing Drew’s Heart Fundraiser. Andrew is an 18-year-old boy who’s rare illness has caused irreversible damage to his heart. He is in severe need of a new heart. His mother and father are both self-employed and are unable to work as they spend every spare moment with Andrew in the hospital. The fundraiser is to help with medical and household expenses so that Andrew and his family do not have the added anxiety of bills while waiting for a new heart. Update: We are happy to announce that Andrew received his new heart on August 21st, 2017. He currently remains in the hospital to ensure that he is healthy and stable to head home with his new heart.
Kiwanis Golf Tournament
June 24, 2017
Aventail was a Hole Sponsor and participated in the 2017 Kiwanis Golf Tournament Fundraiser. Thank you to the Extra Closet for including Aventail in this charitable event. Kiwanis is a global organization whose goal is to “improve the world one child and one community at a time.”
Educational Event: Generating Income in this Low Interest Rate Environment March 2017
March 20, 2017
Derek & Dewey Tomko hosted an educational event at Southern Dunes in which Brian and Carol presented.
Educational Event: Maximizing Social Security Feb 2017
Feb 2, 2017
Feb 2nd & 7th Brian and Carol presented at Luigi’s Italian Restaurant to the Sell Out Audience on Prudent Strategies to Incorporate with regard to Social Security Planning and Retirement Planning. Everyone learned valuable Information and Enjoyed a Wonderful Evening.
Educational Event: How to Find and Maintain Financial Comfort
December 15, 2016
On December 15th, 2016, Aventail Wealth Management and the Tomko family hosted a wonderful event at the Vines Grille & Wine Bar. It was an informative presentation by Brian Ulch.
Sponsorship: Kiwanis Golf June 2016
June 5, 2016
On June 5th, Aventail Wealth Management sponsored the Kiwanis Annual Golf Tournament by providing ball markers and tees to every player. All of the proceeds from the tournament go to local youth programs around Polk County.
Charity Event: Garage Sale benefiting New Bethel Church.
April 23, 2016
On April 23rd, we held a fundraiser to support New Bethel Church. 100% of proceeds have gone to the church. New Bethel Church is backing Aventail friend, Dusty Burson, on his desire to become a preacher.
Appreciation Event: Lightning Game April 2016.
On April 2nd, we took all Aventail Wealth Management staff and third-party connections that have assisted us in delivering best-in-class service to a "Thank You" night. Twenty-two of us enjoyed a nice dinner and then watched the Tampa Bay Lightning win their final regular season game 3-1!!!!
February 25, 2016
On February 25th, 2016, Aventail Wealth Management LLC held an Open House. We enjoyed over 80 guests, and it was a wonderful night with food and drinks. We were delighted to thank all of the people that have helped us get off to a great start!