About Us

At Aventail Wealth Management, we draw inspiration from the historical significance and resilience of the aventail - a symbol of strength, flexibility, and protection. This philosophy is deeply embedded in our approach to financial planning and wealth management. With over 54 years of experience, we have honed our expertise in crafting financial strategies that stand the test of time, ensuring that each portfolio we manage is as durable and adaptable as the aventail itself. Our commitment to acting as a fiduciary for our clients is at the heart of everything we do, guaranteeing that your financial well-being is always our top priority.

Our process is built on a foundation of thorough financial security planning, aiming to protect your current needs while planning efficiently for your future. By integrating asset protection and wealth creation, we strive to construct a financial structure that not only withstands life’s uncertainties but also thrives over time. Our goal-based planning is tailored to your individual dreams, milestones, and retirement aspirations, ensuring a personalized strategy that evolves with you. Leveraging decades of experience and sophisticated investment methodologies, such as the Sharpe and Sortino Ratios, we aim for the highest risk-adjusted returns, guiding you towards achieving both your short-term and long-term financial goals. At Aventail Wealth Management, we invest in your future with the same care and precision we apply to our own, embodying the patience and strategy epitomized by Warren Buffet's philosophy on wealth accumulation.