Whether retirement is near or already here, we work with you to create a plan for lasting income, manage risk, and build confidence—so you can enjoy the life you’ve worked hard to build.
As retirement approaches—or begins—you want to know that your plan can support you for the long haul. At Avenor, we help you transition from building wealth to living from it, with thoughtful strategies for income, taxes, healthcare, and legacy planning.
We design income plans that are sustainable, tax-smart, and built to last through the years ahead.
Our estate and wealth transfer strategies reflect your wishes and help protect family harmony.
From Medicare to long-term care, we help you prepare for health-related costs without surprises.
Life changes. Markets shift. We’re here for every season—with trusted guidance that evolves with you.
Planning tailored to your business and personal finances—built to support growth, succession, and long-term value.
Specialized guidance to help you make the most of employer stock options and minimize tax exposure at distribution.
Clarity and confidence for your next chapter—designed to help you retire on your terms, with income that lasts.
A concierge-level experience for clients with complex needs, combining discretion with proactive, personal guidance.
We help structure your estate to protect loved ones, preserve wealth, and carry out your legacy with intention.
A comprehensive plan tailored to your life goals, aligning your resources with what matters most—now and in the future.
Explore questions we know you're looking to answer.
Yes. We can explore options that align your giving goals with your overall financial picture, while also considering potential tax benefits.
We help you create a reliable income stream that balances longevity, lifestyle, and tax efficiency—so you can enjoy retirement with confidence.
We offer guidance on how to bring family into the conversation with clarity and sensitivity—so expectations are clear and your wishes are respected.
We consider tax-smart distribution strategies, charitable giving, and legacy planning options designed to reduce tax impact for both you and your heirs.
We work with you to clarify your wishes and coordinate strategies that align with your values, minimize taxes, and help foster harmony within your family.
We build plans with continuity and protection in mind—ensuring your loved ones are supported and prepared, no matter what comes.
We help you understand how timing and coordination of benefits can impact your income plan, healthcare costs, and overall retirement strategy.
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.
Get answers, build a plan, and step into retirement with confidence.
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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