Aventail Wealth Management LLC. is a state-registered investment advisory firm. The firm was co-founded by Carol Shira and Brian Ulch in November of 2015. They sought to create an independent wealth advisory firm that was hyper-focused on delivering world class service. Being independent allows Aventail to deliver 100% open architecture solutions. We seek to first understand your unique goals and circumstances, and then find the solutions that meet those needs. We are local professionals that want to meet with you face to face. We want to partner with you and your family and help you every step of the way. We have extensive knowledge of trust administration, portfolio management, and estate settlement. Our focus is on educating our clients and the community so together we can all make empowered financial decisions.
