A complete list of active advisors currently associated with Avinci Wealth Management, Inc.
Warmer can help you find a great advisor at Avinci Wealth Management, Inc. or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations. Its services include ongoing investment management, financial consulting and guidance, estate‑planning support via the Wealth.com digital platform, and a tiered tax‑planning service coordinated with an unaffiliated provider, Strategic Associates. The firm develops investment plans through client intake meetings and interviews, then implements those plans on a discretionary basis using ETFs, individual equities, fixed‑income models, and selected third‑party sub‑advisers. The brochure discloses that certain strategies may involve leverage and the use of derivatives and discusses the related risks; accounts are monitored at least quarterly and sub‑advisers are reviewed periodically. Notable practice details include an affiliated insurance agency and insurance‑licensed staff (the owner spends roughly 30% of time on the insurance practice), and a disclosed referral arrangement with Strategic Associates for tax implementation services, both presented as potential conflicts of interest. The firm also offers free instructor‑led retirement workshops and uses a licensed online estate‑planning platform for clients, features less commonly reported by peer independent advisers.
To learn more about the advisors currently working at Avinci Wealth Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Valencia, CA
| 11
|
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