What We Offer
When you partner with AVK, you will receive comprehensive, objective advice on your finances and investment portfolios.
Financial Advisory
We'll discuss where you are, how you got there, where you're going, and the role finances play in your life. We will build a comprehensive plan around all matters of your financial life and help you create a financial strategy that reflects your goals.
Investment Management
AVK will take the reins of your investments, customizing a portfolio for you based on your financial goals and risk tolerance. We will continuously monitor and adjust your investments and keep you informed of results.