Wealth Management

for the Long Term

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Build your financial future.

Unsure where to start when it comes to managing personal finances and sticking to a savings plan?

We give you guidance that grows with you.

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Accumulate wealth while pursuing goals.

Growing assets and optimizing finances shouldn't be overwhelming and complicated. 

We simplify the process for you and your family.

Prepare for tomorrow while making the most of today.

Achieving financial independence with a steady, stable income that will last is achievable.

We provide strategies that protect your legacy for future generations.

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Optimize and protect the value of your business.

Whether your company is at the start-up stage, going public, or somewhere in between Aevitas is here to support you.

We simplify the process for you and your family.

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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.

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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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