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.
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
We help you navigate the complexities of future income needs and sources, cash flow, and more.
Military Families
Military families and veterans deserve the peace of mind that comes from having access to comprehensive financial services.
Special Needs Families
Families raising children with special needs have special financial planning considerations, too – we can help.
C-Level Executives
We offer a specialized approach that seeks to maximize opportunities and minimize burdens for high-level executives.
Small Business Owners
Your financial health gets our full attention so you can spend your time and energy on growing your business.
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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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
