Retirement Asset Management

At Avier Wealth Advisors, we are passionate about helping tech industry professionals like you achieve their financial goals and live a brighter financial future. Our team of experienced advisors is dedicated to providing personalized financial planning and investment advisory services that cater to the unique needs of our clients.

Why We Do What We Do

We believe that everyone deserves a deep understanding of their financial reality and a clear plan to achieve their goals. Our team members at Avier have a wide range of backgrounds and interests, but we share one thing in common: we're all passionate about helping others and enjoying the satisfaction of a job well done. We've experienced firsthand the joy of helping hard-working individuals achieve financial security and peace of mind, and we're dedicated to that as our collective life's work.

Our Process & Strategy

We take a holistic approach to financial planning, focusing on understanding your personal finances and goals, as well as your concerns and uncertainties. We take the time to get to know you and your unique situation, and we tailor our services to your individual needs. Our process is designed to provide a comprehensive understanding of your financial reality and a clear plan to achieve your goals.

Our Philosophy

At Avier Wealth Advisors, we believe that trust and transparency are essential in any relationship. We adhere to the highest fiduciary standard of care and strive to earn your trust through transparent processes and open communication. Our goal is to provide you with the guidance and support you need to achieve your financial goals, and we're committed to doing what's in your best interest.

Our Services

Our team provides a range of services designed to help you achieve your financial goals, including:

• Financial Planning: We'll work with you to create a personalized financial plan that aligns with your goals and values.
• Investment Advisory: We'll help you make informed investment decisions and manage your assets to achieve your financial objectives.
• Tax Planning: We'll work with you to minimize your tax liability and optimize your tax strategy.
• Cash Flow Planning: We'll help you manage your cash flow and ensure you have the financial resources you need to achieve your goals.
• Compensation Planning: We'll help you understand and navigate the complexities of your compensation package, including stock options and equity compensation.
• Fee Calculator: We'll provide you with a clear understanding of our fee structure and services.

Insights

We provide in-depth insights into compensation and benefits from major technology companies in the Pacific Northwest and beyond. Our experts are dedicated to answering your questions about offer letters, compensation packages, and benefits, and helping you make informed decisions about your financial future.

Meet Your Team

We're proud to have a team of experienced and dedicated advisors who are passionate about helping others achieve their financial goals. Take a moment to meet our team members and learn more about their backgrounds and areas of expertise.

Get Started

If you're ready to take control of your financial future, we're here to help. Our team of experts is dedicated to providing you with personalized financial planning and investment advisory services that cater to your unique needs and goals. We'd love to hear from you and start the conversation.