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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
Our Values

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

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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