Avera Wealth Advisors, LLC

Avera Wealth Advisors, LLC (“AWA”) is fee-only and focused on holistic comprehensive wealth management for high-net-worth individuals and families.  Andy Avera has 20 years of experience helping individuals understand, develop, and reach their financial goals.  AWA serves as a financial advocate for their clients by focusing on ALL aspects of their financial life.  While AWA provides investment management services, it is only a fraction of what we do.  We believe individuals can only achieve their true goals by ensuring that ALL aspects of their financial plan are coordinated.   Below are some of the topics that we cover for our clients:

   • Cash flow and retirement analysis

   • Estate planning

   • Tax planning

   • Risk management and insurance review

   • Investment management services

   • Employee benefits review

   • Philanthropic giving and charitable planning

   • Education funding