Avitas Wealth Management

About Us

Avitas Wealth Management is a boutique asset manager and wealth advisory firm for select multigenerational families. We provide institutional Style Portfolio Management, Financial Planning, Total Wealth Organization®, and exclusive access to Private Equity Managers.

Our clients want an independent advisor who sees the world through the same lens they do. One who earns their trust and is just as committed to their success as they are. An advisor who will guide their family through every financial decision, standing by their side for a lifetime. That is the kind of advisor Avitas is built to be. Your advisor for life.

For more than twenty years, the founders of Avitas have followed one simple idea: To remove distractions and conflicts and add back the one thing you really want – their own wealth, totally organized. We are not driven by sales commissions or hidden incentives. A relationship with Avitas is unlike any financial advisor relationship you may have experienced.