01. Our Approach

Aventail Wealth Management LLC is committed to using the strength we have acquired through decades of experience in combination with the flexibility to work with our clients' unique life circumstances to protect and grow their hard-earned wealth. Our perpetual focus is to deliver, throughout our clients' lifetime, a holistic wealth management process that creates and sustains complete financial comfort.

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02. Our Philosophy

The 14th century was a time in which tactics and weapons varied greatly on the battlefield.  However, one aspect of defense that all could agree was the immense value derived from utilizing an Aventail. An aventail is a sheet of strong, interwoven metals rings. The Unique Design awarded whoever wore the aventail strength and flexibility. 

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

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Our Services

 

Investments

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives.
 

Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
 

Managing Your Finances

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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