Welcome to AverTrust Wealth LLC
An Independent, Registered Investment Adviser Providing
Fee Based Investing, Planning & Consulting
How This Approach Benefits Our Clients:
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
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
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
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
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,
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
To finish where you’d like to finish…
...Disciplined Implementation & Continuous Nurturing
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
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.