Helping You Navigate the Ever-Changing Financial World

We help you organize, grow, and protect your financial assets to give you confidence and clarity in your future.

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How We Can Help

At Aventus Advisors, our priority is to help you reach your financial goals, whether you’re just beginning, nearing retirement, or already sailing well into your golden years. Our credentialed team of advisors is ready to meet you at your stage of life.

Why Choose Us

Investment Management Solutions

Our holistic approach to wealth management starts with understanding your needs, goals, and objectives.

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Company Retirement Plan Solutions

Let us provide you with guidance on setting up or improving your business retirement plan programs for your employees.

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Business Advisory Solutions

Business owners can work towards their strategic objectives through the differentiated, value-added advice we provide.

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Aventus Wealth Management System

The Aventus Wealth Management System will provide you with a clearer picture of your current financial condition.

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Experience | Service | Integrity

Our firm is built on three principles, experience, service, and integrity. We pride ourselves on the level of experience, and credentials of our team. We focus on building deep relationships to understand your goals and values, so we can build a customized plan to help you achieve your financial aspirations. As CFA’s and CFP’s, we are held to a fiduciary standard, meaning we will always act in your best interest.

About Us

The Aventus Wealth Management System

Our Locations

Lake Norman

19810 W Catawba Ave, Suite G,
Cornelius, NC 28031

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Gulf of Mexico

780 5th Avenue South, Suite 200,
Naples, FL 34102

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Lake Winnipesaukee

11 Hare Farm Road,
Moultonborough, NH 03254

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