“Business owners need other business owners who “get it” and know the right next steps for their financial future.”

– Rich Schuette-

Rich Schuette, CFP®

Founder & Owner, Avalan | Architect of Integrated Wealth Strategies

Rich Schuette is the Founder and Owner of Avalan and a 29-year industry veteran who has redefined how successful individuals and organizations approach wealth. As a strategic advisor to business owners, high net worth families, and institutions, Rich operates at the intersection of investment innovation, advanced planning, and entrepreneurial vision.
Rich founded Avalan with a clear purpose to move beyond traditional wealth management and deliver a fully integrated platform capable of guiding clients through every dimension of their financial lives. Today, the firm reflects that mission, bringing together sophisticated investment strategies across the entire capital stack, from private equity and venture capital to public markets, alongside a deeply advanced planning framework.
At the core of Rich’s philosophy is the belief that true wealth is not simply accumulated, it is engineered, protected, and purposefully deployed. Through Avalan’s planning capabilities, he and his team help clients unlock opportunity and maximize outcomes across tax strategy, estate design, business exits, liquidity events, and long-term cash flow orchestration.
Rich is particularly sought after by entrepreneurs and business owners navigating pivotal moments, growth, transition, and exit where complexity is highest and decisions carry generational impact. His ability to see across disciplines and anticipate outcomes allows clients to move forward with clarity, confidence, and intention.
Beyond his work with clients, Rich is a committed leader within the entrepreneurial ecosystem. He serves at a regional level within Entrepreneurs’ Organization, contributing to the development and connection of fellow founders and business leaders. He is also actively involved in supporting charitable initiatives within his community, reflecting his belief that success carries a responsibility to give back.
Through his leadership at Avalan, Rich continues to challenge convention, building a firm designed not just to manage wealth, but to elevate what is possible for those he serves.