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We Help Support our Community

We believe in being a part of our community and it is important to support those in and around it.

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.

Meet Our Awesome Team!

Our Process
Our History
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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

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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