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.
Meet Our Awesome Team!



You deserve a strategy that adapts to your needs!
Schedule Your Financial Checkup
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
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
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Learn More

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Learn More

Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn More