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!


Silly Sock Saturdays

August 1, 2019

Zachary Kirkland, high school junior, created Silly Sock Saturdays when he was in middle school to deliver gifts and comfort items to patients in the pediatric unit at Lakeland Regional Medical Center! This fun annual bowling fund raising event helps Zach to continue to spread the joy to patients. We are so thankful to have been a part of this event.



Chain of Lakes Elementary School's Spring Fling

April 5, 2019

Aventail recently hosted a booth at the Chain of Lakes Elementary School's Spring Fling. We created Piggy Bank Playoffs (similar to musical chairs) and the children didn't want to stop playing! Some of them said this was their first piggy bank!!!

Water Donation

March 21, 2019

Each year, Aventail donates over 1,000 bottles of water to Chain of Lakes Elementary School for their field day. We want to make sure that each child stays hydrated so they don't have to miss out on any of the fun.

Educational Workshop

March 7, 2019

Aventail hosted an educational workshop discussing ways to achieve a lifetime of financial comfort. We would like to thank our guest speaker, Cynthia Rignanese of Rignanese & Associates, PLLC, for stopping by to explain the importance of estate planning.

Life Expo

February 28, 2019

We were an exhibitor, among many of the professionals, at the Life Expo at the RP Funding Center.

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.

Water Donations

March 20, 2018

Each spring, Aventail donates over 1,000 bottles of Water to a local school. 

Team Celebration

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.

April 2,2016

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!!!!

Open House.

 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!