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Services

Services

We serve clients with a variety of financial planning and investment management needs, including high-net-worth individuals, small business owners, c-level executives, special needs families, veterans, and members of the Armed Forces.

AVIANCE WEALTH PLAN™


A multi-faceted financial planning process that leads to a consolidated, comprehensive plan.

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INVESTMENT MANAGEMENT


Every investor is unique, and our strategies are designed to help you meet your individual objectives.

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Specialized Wealth Planning Services

We provide specialized services in the following areas to provide financial guidance that is as unique as each of our clients.

Retirees

Retirees

We help you navigate the complexities of future income needs and sources, cash flow, and more.

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High-Net-Worth Individuals

High-Net-Worth Individuals

We offer nuanced financial planning to help you navigate complex strategies geared towards maximizing and preserving your wealth.

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Military Families

Military Families

Military families and veterans deserve the peace of mind that comes from having access to comprehensive financial services.

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Special Needs Families

Special Needs Families

Families raising children with special needs have special financial planning considerations, too – we can help.

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C-Level Executives

C-Level Executives

We offer a specialized approach that seeks to maximize opportunities and minimize burdens for high-level executives.

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Small Business Owners

Small Business Owners

Your financial health gets our full attention so you can spend your time and energy on growing your business.

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Get started today

We strive to serve our clients during the financial planning process through
deep and meaningful relationships that last for generations.

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Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.