Avalan Wealth Mgt
Take hold of your wealth®
Log In
  • Philosophy
    • Our Philosophy
    • Virtual Family Office
    • Entrepreneurs
    • Investments
    • Holistic Attention
    • Legacy Wealth
    • Philanthropy
    • Trusted Resource
    • Strategic Relationships
  • Ambassadors
    • Ambassadors
    • Rich Schuette, CFP®
    • Kathryn Courain, CFP®
    • Peter Madlem MA, CFA®
    • Jeff Jagard
    • Liz Saghi, CFP®
    • Casey Slemmons, CFP®
    • Rick Weber
    • Sean Madlem
    • Valeria Chepilev
  • Podcast
  • Market Commentary

sb rooftop3

Recent Posts

  • Special Update: Iran and Long-Term Investing
  • Supreme Court Tariff Ruling: Key Takeaways for Investors
  • 2025 Year in Review: A Historic Market Year for Investors
  • Special Update: Venezuela, Oil, and the Impact on Portfolios
  • Scaling Beyond Strategy: Emotional Intelligence’s Role in Entrepreneurial Success With Amit Kothari

Categories

  • College
  • Entreprenuers
  • Holistic Attention
  • Investment Articles
  • Legacy Wealth
  • Market Commentary
  • Market Reviews
  • Our Community
  • Pandemic
  • Philanthropy
  • Podcast
  • Positive thoughts
  • Retirement
  • Volatility
  • Wealth Enhancement
  • Wealth Preservation
  • Wealth Protection

Archives

Locations

Santa Barbara Santa Barbara
233 East Carrillo Street, Suite B
Santa Barbara, California, 93101
WestlakeVillage Westlake Village
31194 La Baya Dr., Suite 200
Westlake Village, California 91362
Santa Ynez Santa Ynez Valley
1610 Oak Street, Suite 105
Solvang, California, 93463

 

Connect

Phone 805.962.7725 Fax 805.456.3125
[email protected]
  • Philosophy
  • Market Commentary
  • Disclaimer
  • Privacy
  • FORM CRS & ADV PART 2A
  • Accessibility
  • Connect
  • CLIENT PORTAL
© 2026 Avalan Wealth Management | Created by NDIC | Designed by Heather Stern