Avaii Wealth Management
Financial AdvisingHours:
2101 N Casaloma Dr, Appleton WI 54913 Hours
Most Recent Reviews
May 2025
Dave Jensen always listens and only gives advice with my best interest in mind and does not try to sell unneeded services
A man you can trust
Dan Oberschlake
April 2025
Enjoyed the updates and information that Christian provided.
April 2025
Good conversation, seem to be looking out for our best interests.
More Comments(43)
About Avaii Wealth Management
The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy. Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.
You May Also Like
- Appleton, Wisconsin
