A Boutique Financial Advisory Firm Built for You

Fiduciary. Fee-based. Client-first. We craft fully customized financial plans and portfolios tailored to your unique circumstances.

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What We Offer

Our Services

Financial Planning

The Financial Plan serves as the blueprint for our client relationship. Avellie views each client relationship as a partnership built on trust and transparency. We'll take an in-depth dive into your current financial position and future goals, continuously monitored and adjusted as your life evolves.

Investment Management

Once specific financial needs and goals are established, a customized portfolio is constructed to meet your return objectives. Avellie takes great pride in researching investments, developing portfolios, and continuously monitoring performance — delivered in clear, timely reports tailored to your needs.

Tax Planning

Effective tax planning based on each client's individual situation is critically important to maximize investment results. After reviewing your tax return, Avellie always considers the tax impact of investment decisions and how to maximize benefit under the tax code.

Legacy Planning

Avellie will thoroughly analyze any Estate Planning documents already in place, identify any gaps, and suggest improvements. Optimal conveyance to beneficiaries is of utmost importance, as well as helping your beneficiaries navigate the estate settlement process.

Who We Are

About Us

Avellie Wealth Management, LLC (“Avellie”)

Is a boutique financial advisory firm based in Scottsdale, Arizona, dedicated to serving its clients by creating fully customized financial plans and portfolios tailored to each client's unique circumstances.

As a fiduciary, Avellie is bound both legally and ethically to always act in the clients' best interest. Avellie's relationships with clients are true partnerships — partnerships that always put each individual client's long-term interests first.

Avellie Wealth Management, LLC is an independent, fee-based financial advisory firm that was designed around you, the client.

Fiduciary Standard

Fee-Based

Independent

Client-First

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