Mission, Method and Vision:
Financial Success requires...
Investment Knowledge & Prudence
...Analytical Strategic
Planning and
...Disciplined Implementation & Continuous Nurturing
Our Mission and Method
From the Managing Principal, Ms. Eudora Adolph, Certified
Wealth Strategist, MBA,
BSEE
The mission of AverTrust Wealth LLC is:
-
To help clients achieve greater success
by providing, enabling and nurturing solutions focused on long-term, financial retention
for high net worth individuals, families and businesses.
-
To continuously partner with clients as they work to obtain
their financial and investment goals with a continuous focus on enabling
their desired quality of life for themselves and their loved ones.
We utilize detailed, analytical and creative problem solving to
resolve the very complex financial situations that exist today and to develop
comprehensive solutions across generations. This requires knowledge and
strategic planning.
When the storms of life occur such as divorce, death, and
business downturns, we are here to help you manage the crisis and create the
strongest possible outcome.
We strongly encourage a team approach with our client's other
advisors to ensure that our plan integrates well with their legal and tax
situation. Detailed program management techniques are used to help achieve
desired outcomes.
Complete transparency in our client operations and financial
services is the foundation
of building a trusting relationship with all clients as their long-term
strategic partner.
Most important to a successful long-term, financial solution are
disciplined, continuous investment and financial management.
Holistic, focused, functional, and smart
business and personal development, planning, teamwork and plan implementation lead to
greater life success. This requires constant maintenance and
nurturing.
Does your current team do all of this for and with you?
Our Vision
To inspire and enable our clients to achieve the level of success in life
they desire for themselves, their family and their employees.
Core Values
Values – Trust, Prudence, Integrity, and Honesty. Our clients trust us with
critical information and planning and count on us to act prudently and with
unwavering integrity. This will never be taken for granted nor forgotten.
Our team looks forward to helping you, your family and
your business reach your financial and life goals — today and tomorrow.
Contact us today to schedule an initial consultation
and learn more about how our approach can help you achieve your financial life
strategic plan. »»
| 
