Hello and thank you for checking in with Avalan!
We are excited to have you as part of our wealth experience and look forward to regularly sharing ideas, concepts, and items of general interest that we feel will help enhance your knowledge and interest in all things wealth related.
Please note we have created a category for each element of our definition of Wealth Management. We plan on inviting members of our expert team, as well as the professional community around us to share insights in each of these areas. As a refresher, remember that Wealth Management is more than simply providing advice on investments. It is an equation that brings values based advanced planning into the mix.
Wealth Management = Asset Consulting + Advanced Planning (Wealth Enhancement, Wealth Protection, Wealth Protection and Charitable Planning) + Relationship Management
More importantly, we hope to bring value to you with other human interest issues that impact all of us differently as we strive to accomplish all that is most important to us. At Avalan, we believe that your wealth is more than just your accumulated assets: it’s your life, and your values.
Join us as we “Take Hold of Your Wealth”!