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.
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.
We work closely with you to ensure that the plan we develop works with your needs and goals.
We place an emphasis on downside protection, with the goal of achieving a certain rate of return.
Institutional Advising & Investing
WHERE DO YOU STAND?
Want to improve your personal finances? Start by taking this simple quiz to get an idea of your risk tolerance--one of the fundamental issues to consider when planning your investment strategy. Choose the response that best describes you--there are no "right" or "wrong" answers.
Aevitas [a-vee-tis] n. unending/endless time, forever, lifetime, eternity, age, generation, period of life, time, era
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