YOUR FINANCIAL PARTNER AND MENTOR FOR GENERATIONS
When it comes to wealth management, you need a partner for all stages of your life—a firm that takes the time to understand where you are now, where you want to be, and how you want to leave things for generations to come.
As you can see, our name reflects all of this.
At Aevitas Wealth Management, our clients are a diverse group of individuals and families, including business owners, corporate executives, medical professionals, retirees and small businesses. While each investor is unique, the common thread is that each client is seeking unbiased, professional financial advice from someone they can trust through every stage of their life.
That’s exactly what you can expect if you decide to work with us: a long-term partnership built on mutual trust and respect, just as our name implies.
YOUR FUTURE,
YOUR WAY...
Plan for it!
A lot of people know that having a financial plan is important, but they are either too scared, too intimidated, or unsure of how to get started. If you think that you’re not a savvy-enough investor to have a financial plan, or you’re embarrassed to discuss your income and spending habits with us, you’re not alone.
OUR SERVICES
ADVISORY SERVICES
Financial
Planning
Risk
Management
Institutional Advising & Investing
Aevitas [a-vee-tis] n. unending/endless time, forever, lifetime, eternity, age, generation, period of life, time, era
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