You too can realize the benefits from Financial and Life Strategic Planning well executed...

Welcome to AverTrust Wealth LLC
An Independent, Registered Investment Adviser Providing Fee Based Investing, Planning & Consulting

How This Approach Benefits Our Clients:

Transparency:  Always know the services we provide, exactly how much it costs and who pays us when.  Everything we do is for you -- no one else.

Flexibility:  We strive to provide the services and support you need -- when and how you need them. 

Fiduciary Dedication:  As a Registered Investment Advisory firm, we are held to Fiduciary standards by regulators, ourselves and our clients. 

: one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation : one (as an agent) having a fiduciary duty to another

Major life challenges WILL happen — are you ready?

Retirement Planning: Will you have enough money? How much is enough? How do you maximize your 401K and other retirement accounts to work best? Can you expect any Social Security?

Estate Planning:  What should you do now to protect and care for your family, potentially minimize taxes, and prevent future headaches.

Business Succession: What will it mean to you, your employees and your family when it is time to retire? What if you, the business owner, become ill, cannot work, but still depend on business revenue?

Divorce Planning: What impact will a major change in your household have on your financial situation? How do you protect yourself while creating the most effective solution for yourself and your children?

Career Transitions & Layoffs: How can you finance the transition and avoid negative financial impacts?

Long Term Care and Disability: How can you plan for and care for yourself most effectively with the least inconvenience to your family, income and/or your business?

Unexpected Events: Uncertainty and risk exist, and not everything in life is within our control.  We pre-plan as best we can, and when financial storms happen, we are here to help clients before, during and after.

We believe Financial Success requires...
Investment Knowledge & Prudence
          ...Analytical Strategic Planning and
                     ...Disciplined Implementation & Continuous Nurturing
To finish where you’d like to finish…

Are you aiming high enough?
Is your support team working in your best interests?
Have you planned adequately?
Do you feel secure with your preparation and current implementation?

All life events require pre-planning to mitigate against negative financial circumstances and to achieve best results.  NOW is the time to verify that your planning is complete, not after an event occurs.

On Wealth...

Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do... it is a matter of managing your money properly.

Noel Whittaker