For clients with complex financial needs, we provide high-touch, personalized service built around discretion, access, and experience.
For clients with more complex financial needs, Avenor provides concierge-level support and deep strategy. From advanced planning to personal attention, we deliver solutions that fit your life.
We offer a higher level of access and responsiveness for clients who require additional coordination or discretion. You’ll always have a dedicated point of contact.
We manage the complexity behind the scenes so you don’t have to. Every piece of your plan is handled with care and professionalism.
Through our partnership with Commonwealth, we offer deep resources for tax, estate, and investment planning. You benefit from institutional-level experience with a personal touch.
Whether you're navigating a major transaction or managing long-term wealth, we provide clear guidance. You’re never making big decisions alone.
We dedicate ourselves to deeply understanding your unique circumstances, needs, and goals, ensuring we craft a tailored financial strategy to help you achieve your dreams.
Through thorough research and analysis, we develop and present a customized action plan designed to help you work towards your financial objectives.
Once we align on the proposed strategies, we execute the plan with authenticity, integrity, and confidence to pursue your financial goals.
We regularly evaluate your progress, refining strategies as needed to help ensure you are on track to meet your financial goals, keeping you actively engaged throughout the process.
You have questions. You're not alone. Here are some of the most common things we help clients navigate—clear answers backed by experience and always tailored to your goals.
Yes. We offer detailed estate, tax, charitable giving, and legacy planning—often in collaboration with your other professionals.
Typically, these services are for clients with more complex financial needs—whether due to asset level, business ownership, or family structures. We personalize the relationship based on your unique goals and responsibilities.
Expect high-touch service, coordinated planning, and proactive communication. We become a trusted partner in your financial decision-making.
Yes. Continuity and relationship-building are central to how we serve our clients over time.
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For complex financial needs, our high-touch service keeps everything connected and clear.
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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