Portfolio Info

Is a boutique financial advisory firm based in Scottsdale, Arizona, dedicated to serving its clients by creating fully customized financial plans and portfolios that are 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.

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