AverTrust Wealth LLC

The firm is a small, state‑registered independent wealth management practice serving individuals, small businesses, trusts and estates with ongoing portfolio management and financial planning services. It reports managing roughly $1.32 million of regulatory assets under management and advising an additional approximately $783,000 of outside assets across a client base of about 16 households.

The firm’s investment process combines technical, fundamental and cyclical analysis with a target 12–18 month holding horizon and an emphasis on long‑term capital appreciation tempered by capital preservation. Accounts are generally managed on a non‑discretionary basis with individualized Investment Policy Statements and client approval required before portfolio changes, except where third‑party managers are engaged.

Distinctive aspects include the principal’s insurance licensing and the firm’s ability to offer life and health insurance solutions alongside advisory services, plus a regular schedule of educational seminars and presentations for clients and groups. The practice is notably small and specialist‑oriented, focusing on business owners (including automotive and technical owners), medical professionals, women and retirees, and is led by a principal with engineering and business degrees and a Certified Wealth Strategist designation.