A unique approach to Wealth Management
Institutional asset management experience tailored to the individual.
how we're different
Client Approach
AVA Wealth Management is founded on the principle that the client comes first. The goal of the firm is to combine an institutional level of investment management experience and service, with the personal level of touch and client interaction that is not readily available to many individual investors and families. It’s not a numbers game for us. We work closely with a very limited number of clients in order to best serve their investment needs.
Investment Philosophy
We have extensive experience in managing assets for institutional clients. Our goal is to incorporate the same experience for our individual clients. Our experience is not in sales or building big books of business, it's in successfully managing assets for clients. Our purpose is not to push products or generate fees, it is to give individual clients the institutional level experience they deserve.
Unique Services
We are a fee only investment advisor. All clients benefit from a customized investment strategy made up of individual securities to best suit their unique profile. Every client has a direct relationship with the investment decision maker and investments are never allocated to outside managers or funds, thereby eliminating lack of control and inclusion of additional fund management fees.