Your Journey. Our Passion.
The road to financial security can take many twists and turns along the way. Our goal at Avior Wealth is to help you navigate each stage of your financial life to enhance your long term financial goals and dreams. Our experienced and responsive staff takes great care to partner with our clients by providing personalized and comprehensive planning.
Everyone has a risk number. What is yours?
Humans look at risk and reward in the context of their own personal financial position. Everyone looks at risk differently, based on our varying life experiences and financial position. We have created a culture in our Firm to diligently give values based advice. Whether we’re discussing investment selection, risk management, or market movements we are mindful that our purpose is to keep your values and money moving in the same direction.
This is why we ask all of our Clients to do the 3 minute Risk Questionnaire through Nitrogen. Nitrogen (formally Riskalyze) is the first-ever way to objectively pinpoint your investor-risk tolerance. It helps your family and our team to quantify your risk preferences as an investor to your existing portfolio(s) and retirement plan.
Without a doubt, every family who has completed the Risk Questionnaire (it takes 3 minutes) has a new clarity about the risk & reward balance they want in their investments.
Importance of Independence
At Avior, we have chosen to be independent financial advisors. This allows us to focus on what is best for our clients. We do not have a home office that dictates the types of products or services we must use for clients, or quotas to reach for the sake of the financial company's bottom line. At Avior Wealth, our clients are at the top of our organizational chart. Our view is, what is right for our clients is what is best for the long term success of our clients... and our firm.
