Your financial partner and mentor for generations™
The Aevitas Difference
A Wealth Management Firm You Can Count on for the Long Term
At Aevitas, 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.
Fee-Only Independent Advice
Unbiased advice—isn't that what should drive your financial decisions? We think so, which is why our services are 100% fee-only. It's also why we don't accept commissions from any products we choose. When you work with us, you'll receive objective advice and guidance tailored to your specific needs and goals—not ours.
Professionally Recognized and Experienced
With over thirty years in the financial services industry, our team understands how to work with you to best help you reach your investment goals. Michael A. Schreiber, president and founder of Aevitas, has been named a Five Star Wealth Manager by Boston Magazine for the last seven years, most recently in February of 2018.
Aevitas adheres to and believes in the fiduciary standards of Registered Investment Advisors. We always put your best interests first, act in the utmost good faith, and are committed to act prudently with the care, skill, and judgement that all of our clients deserve.
We're only as successful as the relationships we build. This is why our team members take the time to really get to know you—your family, your work, your dreams, your challenges. We do all this while keeping an eye on your bigger financial picture. We're also happy to work with your other professional advisors, such as attorneys and accountants.
Risk and Reward
The most important thing you can learn as an investor is the concept of "risk" vs. "reward." We work closely with you to make sure you fully understand the implications of every investment you make. In addition, we work diligently to educate all of our clients on our investment philosophy of building globally diversified portfolios among different asset classes. The goal is to build you a portfolio that can weather market changes. We do this by using strategic asset allocation, regular portfolio rebalancing, and ongoing monitoring.
Our transparency is critical to building a successful relationship with you. When you choose Aevitas, you can count on open communication and no hidden fees. From our very first meeting, we openly discuss your goals and expectations so that we can build a strong foundation of trust from the start.
Would you like to work with us? Contact us today and let’s chat.