Avaii Wealth Management

(920) 214-1212
2101 N Casaloma Drive, Appleton, Wisconsin, 54913

Business hours

Monday 8:30am to 4:30pm
Tuesday 8:30am to 4:30pm
Wednesday 8:30am to 4:30pm
Thursday 8:30am to 4:30pm
Friday 8:30am to 3:00pm

About us

Avaii Wealth Management was created based on a few common sense approaches to financial planning and wealth management — put our clients first, provide actionable ideas in an unbiased way, and to speak in a language our clients can understand. This led us to our overarching life planning strategy. The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. Too often, we see products being sold for the benefit of the provider rather than financial plans and strategies being used for the benefit of the client. Our team dropped the sales approach and focuses on acting in the best interest of every client we serve.

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