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Personalized Wealth Management in

Minnetonka, MN

At Avior Wealth Management’s d/b/a, LifeStage Wealth Management we build comprehensive, tailored financial plans for residents of Minnetonka, MN, using exceptional care and clear intention to help them achieve their long-term financial goals. Our wealth management professionals work alongside you, creating personalized financial plans that help define the authentic purpose behind your money. If your financial situation is complicated, if your current investments don’t seem connected to your actual ambitions, we can help design a complete plan based on your unique goals. This helps give your wealth more purpose in your life, while helping you better navigate an unpredictable future and support the ones you love. 

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Individualized Financial Planning in

Minnetonka, MN

The Avior Wealth team knows that caring for your wealth means more than simply managing money — it means supporting and protecting the bright future that wealth can create. Our core philosophy revolves around building each and every plan with the greatest of care, excellence and intention, designing each facet with a clear, established outcome in mind. We meet this high standard by getting to know the true meaningful purpose behind your wealth from a strategic standpoint, so we can personalize your plan according to your distinctive needs and personal objectives. You won’t find a more seasoned group of attentive fiduciary advisors in Minnetonka, MN.

 

At Avior, we provide a complete spectrum of wealth management services for each stage of life. 

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Investment Management in Minnetonka, MN

We know how to control risk, make intelligent investment decisions, grow your wealth, and give your investment portfolio a clear purpose linked to the life you strive to live.

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Tax Preparation & Accounting Services

As a total wealth management firm, Avior offers expert tax planning. Our tax preparers and CPAs can handle any type of tax need, allowing you or your business to minimize your overall tax burden.

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Retirement Planning in Minnetonka, MN

After talking to clients to learn exactly what matters most to them in retirement, our team utilizes the Avior Navigator proprietary process to help build a complete plan that integrates each of their retirement assets.

Insurance Planning

Insurance Planning

Avior Wealth Management helps you mitigate risk by taking a proactive approach to make sure you have the appropriate insurance plan in place to safeguard what matters most to you.

Cash Flow Planning

Cash Flow Planning

Avior helps business leaders, families and individuals invest and reduce debt at the same time, increasing their overall net worth while lowering their liabilities.

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Tax Planning Strategies

Whether they are acquiring a new venture, exiting a business, receiving a considerable inheritance, or preparing for retirement, we help high-net-worth individuals and businesses minimize the impact of large tax liabilities.

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Estate Planning

Avior helps ensure that your legacy will continue even after you pass on, allowing you to provide a better future for the ones you love.

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Education Planning

Our Wealth Management Professionals can help you realize what’s possible by aligning your unique values with the timeline for your children or grandchildren’s education needs.

Business Owner Planning

Business Owner Planning

With help from Avior, you can learn proven ways and innovative methods to help your business gain the greatest value for your current ambitions and long-term goals.

Contact Us

Ready to talk about wealth management in Jacksonville, Florida? Avior Wealth is here to assist. Contact our team today to speak with a wealth management advisor today.

Address: 11100 Wayzata Boulevard Suite 510 Minnetonka, MN

Phone: 763 -542-8884

Email: info@aviorwealth.com