Avinci Wealth Management, Inc.

Overview

Avinci Wealth Management, Inc. is an independent, individually owned registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, selects third-party advisers, and runs educational seminars and workshops. It charges clients by a percentage of assets under management and via fixed fees. Avinci is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm also lists an affiliation with an insurance company, which aligns with its use of insurance-linked products in client solutions.

Assets & Accounts

Investments & Alternatives