To inspire the confidence to live freely, provide for future generations, and make a lasting impact.
A comprehensive plan tailored to your life goals, aligning your resources with what matters most—now and in the future.
We help structure your estate to protect loved ones, preserve wealth, and carry out your legacy with intention.
Strategic, forward-looking tax solutions designed to help you keep more of what you’ve earned—year after year.
A concierge-level experience for clients with complex needs, combining discretion with proactive, personal guidance.
Smart savings strategies to help you invest in your children’s future without compromising your long-term goals.
Clarity and confidence for your next chapter—designed to help you retire on your terms, with income that lasts.
Disciplined portfolio oversight rooted in research, aligned with your goals and adaptive to changing markets.
Protect what matters most with integrated coverage strategies that support your broader financial plan.
Specialized guidance to help you make the most of employer stock options and minimize tax exposure at distribution.
Planning tailored to your business and personal finances—built to support growth, succession, and long-term value.
Being independent, we are free to identify your best opportunities while providing guidance without constraint. This ensures our recommendations are always aligned with your unique goals and best interests.
in Assets Under Advisement as of June, 30th 2025
years of advising experience
Get a snapshot of the market and recent changes.
Learn how to save strategically for a child’s education and explore options for maximizing your education funds.
Discover effective ways to teach children essential money skills like saving, budgeting, and smart spending.
Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.
Personalized strategies that build confidence, now and for your future, allowing you to live freely.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed.
Avenor Wealth does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Form CRS: Client Relationship Summary
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