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Wealth Management in

Santa Rosa, CA

At Avior, we understand that expert financial planning isn’t just about managing wealth. It’s about aligning your investments with your intentions, so your wealth will have more purpose in your life. It’s also about streamlining complex financial situations and preparing for uncertain futures, all with a clear vision for what you want most from your money. With more than a century of collective experience, our team of wealth managers design personalized financial plans that reflect each client’s individual intentions, allowing them to achieve their long-term goals and protect the things that matter most.

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Financial Planning in

Santa Rosa, CA

Avior’s wealth managers take the time to learn the true purpose behind your wealth, so you can create individualized plans informed by your dreams, goals and values. Armed with this invaluable insight, we build comprehensive financial plans that connect each client’s investments to their ultimate long-term objectives. If your finances are complicated, or if your investments seem disconnected from your actual intentions, it’s time to give Avior Wealth Management a call. We’re confident you will not find a more diligent, thoughtful team of fiduciary advisors in Santa Rosa, CA.


Empowered by insight into your unique goals and circumstances, our team can provide a broad array of financial services.


Investment Management in Santa Rosa, CA

We know how to grow your wealth, control risk and give your investments a purpose that aligns with the life you truly want to live.

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Tax Preparation & Accounting Services

Our expert CPAs and tax preparers can help individuals and business owners find more opportunities to save on their taxes.

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Retirement Planning in Santa Rosa, CA

We get to know your long-term objectives and then use Avior's proprietary Navigator process to make a custom plan that incorporates each of your retirement assets.

Insurance Planning

Insurance Planning

Taking a proactive approach, Avior Wealth Management helps you get the insurance coverage you need to protect what’s most important in your life.

Cash Flow Planning

Cash Flow Planning

Avior helps business leaders, families and individuals boost their financial momentum by reducing debt and simultaneously investing in their futures.

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Tax Planning Strategies

We help individuals and business owners optimize their tax efficiencies so they can maximize their wealth's purpose for the future

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Estate Planning

Ensure that your values, dreams and wishes remain intact with thoughtfully navigated estate planning from our attentive professionals.

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Education Planning

Our team has the resources and insight to look at any prospective university or college and provide the appropriate cash flow planning based on your specific goals and needs.

Business Owner Planning

Business Owner Planning

With decades of collective experience, our financial experts help California business owners gain and maintain the greatest value for their future and beyond.

Contact Us

Avior Wealth financial advisors in Santa Rosa, CA are here for you! To learn more about our wealth management services or to schedule an appointment with a wealth management advisor, contact us today.

Address: 2880 Cleveland Avenue, Suite 2, Santa Rosa, CA 95403

Phone: 707-576-8700