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


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.

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.