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:

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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.

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Pro-Bono financial planning


Starting in 2022 we will be providing free financial planning services to two deserving families per year. To be considered for the 2022 Financial Independence Cohort click here.

let’s connect!

What can we do for you? Offering a 30-minute personal consultation at no-cost to determine if we can add value to your personal situation. To schedule this consultation or for more information, please click the button below.