We provide holistic, tailored, and actionable personal finance advice for corporate executives and entrepreneurs who want to build, maximize, and transfer generational wealth.
Our company
Avere Wealth Management is an independent Registered Investment Advisory (RIA) firm based in Atlanta, GA. We serve clients nationally by primarily leveraging technology to reduce barriers to access a qualified financial professional.
Why Avere?
Your time is busiest when climbing the ladder in corporate America or scaling your own enterprise. At the same time, these are critical years for building and accumulating wealth. Avere Wealth Management significantly alleviates your financial concerns so that you can focus on your personal and career goals. At Avere we function as your Personal CFO and handle all aspects of your financial life. We will work hard to become your trusted advisor and raving fan as we embark on the journey to financial freedom together.
holistic planning
We have a deep level of expertise to help you coordinate and execute a strategy for every aspect of your financial life. No topic is off limits.
client focused
We are hyper-focused on our clients and provide a high-touch service. With Avere, we deeply care about your financial success and help execute your financial plan. With Avere, you will feel like family because we treat you like family.
technology
We leverage solutions to enhance the client experience. Technology also allows us to serve clients across the country.
Fiduciary
As an independent financial planning firm, we serve as a fiduciary. This means, we search for the best solution, terms, and prices to ensure we serve in your best interest at all times.
Minority Ownership
Our identity allows us to lead all conversations with compassion and empathy. We value people, their stores, and their unique planning needs.
social responsibility
We are committed to supporting efforts to improve the environment and our communities.
Our Clients
We serve high-wealth individuals who want to create a comprehensive and integrated financial plan through the guidance and expertise of an experienced CERTIFIED FINANCIAL PLANNER® professional. Our clients are busy professionals with financial situations that are typically more complex than other people. They are C-Suite executives, entrepreneurs, and those who need objective financial advice from a trusted source. Our collaboration is intensely personal and is customized to fit the unique circumstances of each client in building and managing their wealth.
What is your risk number?
Knowing your risk number ensures that we are creating a portfolio expertly tailored to your investment goals and objectives.
