Avalan Wealth Mgt
Log In
  • Our Philosophy
    • Our Philosophy
    • Virtual Family Office
    • Holistic Attention
      • Entrepreneurs
      • Investments
      • Legacy Wealth
      • Philanthropy
    • Trusted Resource
    • Strategic Relationships
  • Biographies
    • Avalan Ambassadors
    • Rich Schuette, CFP®
    • Kathryn Courain, CFP®
    • Peter Madlem CFA®, CIO
    • Jeff Jagard, Managing Director
    • Melissa Estrada, CFP® ChFC®
    • Liz Saghi, CFP®
    • Casey Slemmons, CFP®
    • Austin Muller
  • Information Hub
  • Connect

Category: Wealth Preservation

How to Help Parents–and Yourself–Live at 80, 90 and Beyond

Posted February 14, 2020

Don’t Leap Before You Look! The powerful benefits of thoughtful action

Posted January 6, 2020

Charitable Giving, the Tax-Wise Way

Posted December 10, 2019

Here’s Why You May Need to Update Your Estate Plan

Posted November 12, 2019

The Super Rich’s Three Big Fears – and How They Work to Overcome Them

Posted October 9, 2019

How Playing the Long Game Could Help Build Wealth & Success

Posted September 9, 2019

Three Questions to Answer Before You Purchase Life Insurance

Posted May 3, 2019

Elite Wealth Planning

Posted March 19, 2019

Sudden Wealth: What Should You Do If you Strike It Rich?

Posted March 19, 2019

 

Why You Need a ‘Business Plan’ for Your Family

Posted December 6, 2018

  • 1
  • 2
  • →

Recent Posts

  • CYBER SECURITY
  • Avalan October 2022 Monthly Investment Outlook
  • Avalan June 2022 Monthly Investment Commentary
  • Best Practices for Successfully Working From Home
  • How to Help Parents–and Yourself–Live at 80, 90 and Beyond

Categories

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

Archives

Offices

Santa Barbara Avalan Santa Barbara
233 East Carrillo St., Suite B
Santa Barbara, CA 93101
Phone: (805) 962-7725
Fax: (805) 456-3125
ThousandOaks Avalan Thousand Oaks
325 E Hillcrest Dr., Suite 170
Thousand Oaks, CA 91360
Phone: (805) 962-7725
Fax: (805) 456-3125
  • Philosophy
  • Information Hub
  • Disclaimer
  • Privacy
  • FORM CRS & ADV PART 2A
  • Accessibility
  • Connect
© 2023 Avalan Wealth Management | Created by NDIC | Designed by Heather Stern Nuhn