Avier Wealth Advisors
At Avier we specialize in working with tech professionals and other high-income earners with complex planning needs. Areas of specialties include:
- Compensation planning – deferred compensation, RSUs, ESPPs, and stock options
- Concentrated stock planning
- Tax-efficient investment and distribution strategies
- Customized investment solutions, including socially responsible investing (SRI/ESG)
- Women’s wealth planning
- Retirement and Social Security planning
We provide detailed guidance into compensation and benefits from major tech companies (Microsoft, Amazon, Intel, Salesforce, Facebook, and others).
We always adhere to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. Our fee-only compensation model means that we receive payment for our financial planning and asset management services from only one source—you. Our clients value our open approach, and we value their continued loyalty.
Want to learn more? Schedule a complimentary 15-minute call with one of our Advisors. Simply click their profile to find a link to schedule time on their calendar.