Trust is the Foundation of Every Strong Relationship

Advenire Wealth Management is a wealth planning and solutions firm born out of necessity. Our founders had come to a point where they desired innovation, a Fiduciary Oath above reproach, and a more symbiotic alignment of incentives between client and adviser. Advenire Wealth Management formed in lieu of waiting on the government to pass actionable accountability legislation, the industry to further align their models with clients or waiting on the consumer to self-educate.

We believe trust is the foundation for every strong relationship and that money is merely a conduit to create experiences with the people you love.

The stock and real estate markets are the greatest creator of wealth for the average person, and you need to leverage it. We’re the experts.
Finance is predicated on a secondary language that’s designed to be confusing. We’re here to educate and be insightful.
Just as you utilize medical, accounting, and legal professionals to guide you through testing decisions in life, having a financial advisor on your side is vital for achieving your wealth goals. We want to educate and empower our clients to cut through the confusion.
We have decades of experience working with many financially successful individuals and families. In our experience, a three-pronged approach to investing, leveraging the stock market, real estate, and an alternative income generating investment like a business provides true diversification. We’re here with intelligent ways to navigate these strategies and pass along financial wisdom across generations.
Retirement is similar to climbing Mount Everest. Most people are fixated on reaching the peak or saving an arbitrary number in their portfolio. The statistics show that most of the people who die reach the peak, but do not make it down. We help investors who have made it to retirement, but they need a plan to thrive in retirement and pass a legacy to the next generation.

We specialize in serving people who have come to a point—or who have arrived—at a major financial transition where they need an expert’s advice. Our clients have created a solid financial foundation; now they are looking to partner with professionals who can protect and maximize their life’s work:

Transitioning into retirement
Exiting self-employment and business ownership
Protecting capital gains from real estate investments
Preservation of assets during retirement
Establishing personal legacy through estate planning and charitable giving

Steward established individuals, families, and businesses through the complexities of financial success.
We improve the lives of our clients by helping them navigate the complexities of financial planning, taxable events, and legacy building.
We provide unique and insightful solutions that integrate across our clients’ plans and goals (business, real estate, investment, retirement, legacy planning).
We assist our clients in sustaining their legacy for generations to come; passing along not just wealth, but values.

We’ve put great processes in place from initial fact-finding to major tax strategies that ensure our clients’ strategies are driven by our fiduciary responsibilities and our clients’ values. We accomplish this with personalized service, transparency, mutual accountability, and an academic and proven investment approach. Ask about our "Fiduciary Oath".

1. New Clients
2. - The first meeting - Fact-finding/discovery, not just numbers but values and goals for your lifetime and beyond
  - Analyze, put together a plan, we do the hard stuff to build outstanding strategies
  - Presentation meeting – we show them what the plan is; clients can take and review the plan and then let us know if they want to move forward – this isn’t a hard sell – we want clients to take their time and see if they want to move forward.
  - Onboarding- collect additional information, give you access to RC, open accounts, transfer everything

2. Existing Clients
3. - Client itineraries, course-correction meetings, ongoing review to account for changes in life events/goals
  - Trusts
  - Tax planning strategy
  - Family values, family legacy, family team/board meeting
  - Real Estate investment meeting
  - DST process – we may not list this out explicitly – could be covered by tax planning or trusts

1. We look at the market differently – modern portfolio theory & the way typical advisors look at portfolios is broken.
1. - We have unique insights
  - Most advisors don’t take the time to consider new information and new ways of doing things. We’re willing to continue to be students of this practice- and we see wealth management as a practice, that we’re continuously seeking ways to better meet the needs of clients
  - Ability to leverage far more tools to really meet client needs in a much more comprehensive way
  - Onboarding- collect additional information, give you access to RC, open accounts, transfer everything
  - Once things are transferred – we initiate your plan and we have an implementation meeting
2. 2. Special access to investments that are exclusive – IPOs, structured notes, real estate investments - true ways that we can diversify our clients’ portfolios.
3. 3. We help with tax planning – something your typical advisors will not do (it’s usually a disclaimer on their websites(!) that you still need to consult a tax professional – we work with tax professionals to integrate our advising into exceptional plans and services for our clients)
4. 4. Building a financial plan that is tied to your goals – If your goals haven’t changed, then your plan shouldn’t change; we don’t push investments or products that aren’t aligned with the needs of our clients – as fiduciaries, we place our clients’ needs ahead of our own. Period.
6. 5. Integrated financial planning on the CFO dashboard with Right Capital – we can report everything – we look at your full investments for an integrated plan.
7. 6. FIDUCIARIES – most people say it, we put it in writing. We pledge an oath to our clients that we put their interests ahead of ours. We would not be here if it wasn’t for them.

TESTIMONIALS

“I have been using Frank and Advenire for the last year or so and with their creative approach to investing in areas where others can't provide this service, Frank and his team have me heading down a path I couldn't get to with the normal investment firms. I appreciate their willingness to work with me and my goals to create a plan that fits my needs. It nice have someone in your corner with you. Thank you Advenire.”

— Doug Ziegler

TESTIMONIALS

“Wow! What a difference actual fiduciaries make. Advenire Wealth is comprised of top notch fiduciaries that are not tied to specific wealth portfolios. Frank and his team take in all the information and customize the solution that best fits your goals. True professionals!"

— Trish Grinnell

TESTIMONIALS

“Can’t say enough about stellar service this company has provided. Forward thinking, responsive action and for-site towards an ever changing market. Making this a must when it comes to a person’s/ families finances. 5 ⭐️. To say I’m happy their financial services would be an understatement. #advenire"

— Chance Wilkinson

Trust is the Foundation of Every Strong Relationship

Our Business Beliefs

Who We Work With

What We Do

Our Process

What Makes Us Different?

Entrepreneurs

Real Estate Investors

Retirement

Inheritance

Legacy

TESTIMONIALS

TESTIMONIALS

TESTIMONIALS

CASE STUDIES