Avaii Wealth Management Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Avaii Wealth Management is a financial services firm based in Appleton, Wisconsin, that emphasizes a life-planning approach to wealth management. The company focuses on creating clear, individualized strategies and translates complex financial ideas into understand­able guidance for clients who are building a financial foundation or planning for retirement. Serving an audience seeking comprehensive planning and ongoing guidance, Avaii positions itself as a partner that puts client needs at the forefront of its financial planning process. Founded by partners with a philosophy of practical, client-centric planning, the firm has expanded its leadership and activity in ways reflected by recent appointments and regular investment activity. In recent years, Avaii has reported expanding its portfolio through stakes in various asset classes, illustrating an engagement with diversified investment strategies within the financial services industry.

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