Women & Investing

The Avier Approach

There is a familiar misconception around women and investing that goes something like this: women are reluctant to talk about money, too busy to educate themselves about finances, and defer taking responsibility for their long-term financial futures to their significant others. At Avier Wealth Advisors, we don’t agree with these statements. Rather, we believe each client brings a unique story—shaped by different life experiences, ambitions and values—that deserves to be heard.

Our holistic approach allows our clients to clarify their goals, incorporating them into a dynamic, comprehensive life plan. By building a meaningful connection between your financial goals and life goals, we aim to help you gain the financial freedom to do the things you want, when you want, with the people who mean the most to you.

Life Planning

Financial planning isn’t simply a means to achieve some agreed-upon number at the bottom of your financial statement. A successful financial plan must translate that abstract number into realistic concrete goals and give you the basis to make informed choices about your financial future. Our strategies are uniquely adapted to serving women through every stage of life. And, more importantly, we are committed to creating a close and trusted relationship with you. We promise to be a constant source of support, education and guidance so you feel empowered to make financial decisions with confidence and live the best life possible with the assets you have.

Investment Planning

Your life plan serves as the foundation for your investment plan, which is balanced to your risk tolerance and tailored to address your unique needs and goals. Our goal is to take the time to know you as an individual so we can craft an investment plan that best serves your desired future. Open and honest conversation, combined with our pledge to be fully transparent, allows you to be comfortable with and engaged in our investment management process.