About Us

Our Story

Our process works. At the outset, we seek to truly understand our clients – identifying what goals and ambitions are important to you. Avail’s solutions integrate a broad array of research and institutional tools – giving clients access to opportunities that may not be found at another firm. We seek to protect your wealth and work generationally, using your wealth to build a legacy that provides opportunities for future generations.

We offer two uncommon advantages: a high-touch client experience and direct access to deeply experienced portfolio managers and financial planners.

Our Services

Our financial planning process includes the following services:

Comprehensive Financial Planning

Investment Management

Retirement Planning

Business Planning & Strategy

Tax Optimization Strategies

Education Funding Strategies

Insurance Planning

Estate & Legacy Planning

Debt Management

Risk Management

Philanthropic & Charitable Giving

Periodic Review

Our Advisors & Relationship Managers

Stuart Feinzig

Senior Relationship Manager

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Ryan Hays, CFP®

Wealth Advisor

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Our Partners

Investment Research Partners (IRP) was formed in 2019 and serves as a sub-advisor, consultant, and research provider to other investment firms. IRP seeks to assist partner firms in improving the investment solutions and experience for partner firm clients.

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Fidelity serves as a custodian for Avail clients. In this role, Fidelity holds clients’ assets for safekeeping and provides record keeping services.

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Charles Schwab also serves as a custodian for Avail clients. In this role, Charles Schwab holds clients’ assets for safekeeping and provides record keeping services.

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