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We believe that excellence comes from not being like everyone else. AVZ Wealth Management exists to provide definitive wealth management services and succession strategies to friends and family. Through unbiased advice, actionable plans and the courage to see it all through, we can help you navigate the financial decisions that come your way. We are here to help make life less overwhelming.

We understand that life is filled with choices and we are honored that you’ve chosen to partner with us.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

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