As your family grows, so do your financial needs. From saving for education to planning for the unexpected, we’ll help you create a balanced, resilient plan for the years ahead.
As your family grows, so do your financial decisions. From managing new expenses to planning for education, protection, and long-term goals, Avenor is here to guide you through each season.
We understand the real-life pressures families face. Your financial plan is built around your values, lifestyle, and goals—not a one-size-fits-all template.
Whether it’s preschool or college, we help you prepare for the future while balancing today’s expenses.
From life insurance to legacy planning, we’ll help you protect what matters most—your loved ones and your long-term stability.
We bring practical tools to help you manage income, expenses, and savings as your family’s needs grow and change.
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.
Protect what matters most with integrated coverage strategies that support your broader financial plan.
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.
Explore questions we know you're looking to answer.
Absolutely. We bring all the key components of your financial picture together, so you can move forward with clarity and confidence.
We simplify complex topics and help you get started with strategies that compound over time—making the most of your early years.
We help you evaluate protection options—like life and disability insurance—to make sure your family’s future stays secure no matter what.
We help you prioritize savings, manage cash flow, and make steady progress toward long-term goals like education, home ownership, and retirement.
We often see families struggle without a clear plan. We bring structure, strategy, and accountability to help you build strong habits early on.
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.
Let’s create a plan that supports your family now and in the future.
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
Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.
Contact: By providing your information, you are agreeing to be contacted by us and to receive marketing emails related to our services from which you may opt out at any time.
W
