Our Approach

Our Investing

For clients seeking thoughtful and personalized financial guidance, Avail is a partnership of specialized team members who structure financial plans designed to align their investments with their values.

OUR INVESTING

A PROCESS WITH INTENT

To meet your financial goals, we employ a process that has been refined through the years and is based on our holistic approach.

For clients that require comprehensive financial planning, we conduct a holistic audit. First, we conduct a holistic audit of your current estate, investments and every component of your finances. We discuss your goals and set priorities. Then, we conduct a comprehensive, in-depth analysis that identifies if your current planning is in line with your objectives and risk tolerance. We then come back to you with our findings, based on research from our portfolio managers. In the final step, we implement your plan, ensuring all components are integrated and work to your advantage. The plan we build may include any number of the array of services we provide, from estate and investment strategies to plans for business owners. Lastly, we revisit your plan frequently and check in to make sure you are satisfied with our results.

Life in a Box

With Avail, you have access to eMoney, a tool that organizes everything you own in one private and secure location. See how it works here.

At Our Core

INTENTIONAL

We do everything with intent.

From start to finish, everything we do is done with our clients’ best interest in our hearts and minds. We are thoughtful and deliberate in our communication, actions and work. We’re careful and strive to do things wisely and ethically. We do our due diligence. At the end of the day, we hope our clients will be proud of their portfolios.

REASSURING

There's comfort in understanding.

We want our clients to have a sense of reassurance knowing that when our team makes a decision on their behalf, we do it knowing and understanding you, your family and your personal goals. We’re here today, tomorrow and well into the future to ensure your wealth protects those whom you love and the missions you support. Clients working with us don’t worry about their financial futures.

DIFFERENCE-MAKERS

We are a socially responsible organization.

The Avail team has a passion for volunteer work and philanthropy. Partners both donate and volunteer for a variety of environmental, social and community-based non-profits. We are thoughtful about how we do things. We strive to make our clients’ lives better by aligning their investments with what is important to them. We are building a firm that seeks to make a positive impact in the lives of our clients, our employees and our communities. We want that to be part of the Avail legacy.