Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
External link for Avior Wealth Management, LLC
This is where our organization began...👏 Disclosure: https://lnkd.in/gDz4BhTE
We managed to get a photo with Avior's three cofounders last month. It was great to see you Kent Nelson and Dutch Van Denburg. You guys created the foundation for the amazing company we have today.
As a high earner, optimizing your tax strategy is crucial. These 4 investment vehicles can help you maximize your wealth while minimizing your tax burden. Each option offers unique benefits tailored to your financial goals. Which of these strategies aligns best with your wealth management plan? Let's discuss how we can implement these tax-smart solutions to secure your financial future. Contact us for a personalized consultation at Avior.com #AviorWealthManagement #TaxPlanning #FinancialStrategy #HighIncomeInvesting
Imagine waking up every day knowing your wealth is working towards what truly matters to you. That's the power of purpose-driven wealth management. Ready to experience the difference? Let's start a conversation about your financial future and life purpose. Click the link Avior.com to get started! 🔗 #Avior #WealthManagement #FinancialGoals #FinancialPlanning #SecureYourFuture
📢 Exciting News: Introducing Avior’s Insurance Division! We're thrilled to announce the launch of Avior's Insurance Division, led by Joe Macdonald. As our new Director of Insurance, Joe brings a wealth of expertise and a passion for delivering comprehensive insurance strategies tailored to our clients' unique needs. Avior Insurance Division is proud to now offer a suite of expanded protection solutions, including: 🛡️ Expanded Protection: Comprehensive insurance solutions, fully integrated with your financial plan. 🛡️ Streamlined Process: Simplified, efficient service to make protecting your wealth easier than ever. 🛡️ In-house Avior insurance advisor for seamless guidance. Join us in welcoming Joe Macdonald to the Avior team and discover how our new Insurance Division can protect what matters most to you. 🔗 Click the link Avior.com to learn more and schedule a consultation today! #AviorWealth #Insurance #FinancialSecurity
Feeling the tax burden? You’re not alone—56% of Americans now say they pay more than their fair share, according to PEW Research. That’s up from 49% in 2021. Let Avior Wealth Management help you uncover strategies to keep more of your hard-earned money. 🔗 Tap the link Avior.com to schedule your complimentary consultation with Avior’s expert advisors. #Avior #WealthManagement #TaxPlanning
The forces shaping your financial life may surprise you. Are you an over-analytical planner, a nurturing family steward, a bold risk-taker, or a strategic navigator? Discovering your "Money DNA" is the key to crafting a personalized, purpose-driven financial strategy. Ready to unlock your Money DNA Type? Click the link https://lnkd.in/eVxGR2yj 🔗 #FinancialIdentity #MoneyDNA #WealthPlanning #FinancialSuccess #Avior
It’s time to align your present with your future goals—don’t leave your financial destiny to chance! Understanding your financial identity gives you the power to leverage your strengths and overcome any weaknesses, helping you achieve the goals that matter most. This is about creating a financial future that’s planned with intention and lived with purpose. 👉 Click the link https://lnkd.in/eVxGR2yj 🔗 to get started! #MoneyDNA #WealthPotential #MoneyMindset #FinancialPlan
Are you overlooking any financial goals? Whether short, medium, or long-term, each goal is a crucial part of your financial journey. At Avior Wealth Management, we’re here to help you balance and achieve them all. Let’s start planning your future today. Book your personalized goal-setting session now at Avior.com #AviorWealthManagement #WealthBuilding #FinancialGoals #FinancialPlanning #SecureYourFuture
Setting financial goals is the foundation for achieving financial security and making your dreams a reality. At Avior Wealth Management, we guide you every step of the way, helping you turn chaos into clarity and intentions into purposeful actions. Let's craft your roadmap to financial success together. Click the link Avior.com to get started! 🔗 #Avior #WealthManagement #FinancialGoals #FinancialPlanning #SecureYourFuture
Did you know your Financial Identity determines more than just your spending habits? It influences when you can retire, the legacy you leave behind, and your overall financial future. Ready to take the quiz and unlock your Money DNA Type? Click the link https://lnkd.in/eVxGR2yj 🔗 It’s time to plan with intention and live with purpose. #FinancialIdentity #MoneyDNA #WealthPlanning #FinancialSuccess #Avior