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We Help Empower Your Financial Life

Community-focused investing for the socially conscious.

We Help Put The Pieces Together

We hone the pieces of your financial puzzle to fit your situation.

We Help You Discover The Life You Want

Spend less time worrying and more time enjoying what life has to offer.

You deserve a strategy that adapts to your needs!

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Our Process

Our Process

Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on individuals, families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you.

Our Fees

Our Fees

We get these questions a lot, "How much do you cost?" or "What are your fees?". Click the link below to see our three transparent options and what you can expect when working with us and our process.

Insights from Aventurine Wealth

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Have a question about our process?

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