A complete list of active advisors currently associated with Aventail Wealth Management, LLC

Warmer can help you find a great advisor at Aventail Wealth Management, LLC or one who fits your needs even better.

Aventail Wealth Management is a fee-based registered investment adviser that works primarily with individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and general consulting services. The firm operates with a single-advisor structure managing roughly $60 million across about 137 client relationships and also provides insurance product recommendations through a licensed life and annuity agent affiliated with the firm. The firm begins client engagements with a Discovery Meeting and prepares a written Investment Policy Statement to guide portfolio construction, relying mainly on ETFs and mutual funds with occasional individual equity and fixed‑income holdings. Investment selection and portfolio design draw on a blend of fundamental, quantitative, technical and cyclical analysis and use model asset-allocation frameworks (five portfolio models) and tactical allocation techniques while typically managing accounts on a discretionary basis. Noteworthy features include the firm’s emphasis on client education and planning process — the brochure describes Discovery Meetings and indicates the firm offers educational seminars or workshops and facilitates meetings with clients’ other advisors, which is uncommon among peers. The lead advisor holds a Certified Estate and Trust Specialist designation and is a licensed insurance producer; those credentials support estate-focused planning but also create potential conflicts of interest when insurance recommendations may generate commission income, and the firm’s custodial relationship with Schwab brings economic benefits that the brochure discloses.

To learn more about the advisors currently working at Aventail Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.