social impact
At Avere Wealth Management, we have a strong desire to give back and support our communities and the environment. As such, we will be launching the following initiatives:
Charitable contribution
A 3% minimum of all net business profit annually will be donated to charitable organizations that work tirelessly to improve the lives of others and our planet.
Pro-Bono financial planning
In 2022, we started offering free financial planning services twice a year. To date, we have helped more than 10 families and business owners get set up for financial success. If you’d like to be considered for our next cohort click here and send us a message.