Our Mission

We believe in helping you fund lives of meaning, giving and legacy.

Our Vision

To inspire the confidence to live freely, provide for future generations, and make a lasting impact.

Our Core Values

Make People
the Priority

We focus on understanding people, invested in more than managing money.

Care Above Convenience

We go the extra mile to serve another, conveying our care with active compassion.

Earn Trust by Excellence

We are driven by a higher standard, defined by dependability, and uncompromising in what's right.

Guide with
Purpose

We lead with confidence but listen with humility, knowing that real value comes from a partnership that’s anchored in your best interests.

Always Remain Curious

We refuse to be satisfied with what we know, always hungry to grow to better serve others.

Gain Your Financial Clarity

Personal strategies for a confident future.

Contact Us Today

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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