Our Purpose

Formed from AVZ & Co., P.C. in 1999, AVZ Wealth Management exists to provide exceptional wealth management services to help friends and family achieve financial peace of mind. We provide the emotional and intellectual support necessary to transform complex choices into actionable financial solutions. We understand that life is filled with choices, and we take your decision to partner with AVZ Wealth Management seriously. Our team works together as financial advisors and CPAs to design tax-optimized, comprehensive solutions that account for every detail of your financial well-being.

  • We believe in forthright, comprehensive, conservative advice. We acknowledge the grey space in life, but deal in facts when it comes to your financial well-being.
  • We believe that excellence comes from being bold enough to ask “what if?” and having the courage to see it through.
  • We want to be active partners in your decision making and believe in being a contributor to everyone’s story.
  • We believe that advice is only as good as its implementation. We encourage our clients to be active participants in planning their financial future.

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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