Kole Purtell - Avaii Wealth Management

03/13/2026

Nominate Avaii Wealth Management in the Financial Planning Services category daily until March 23rd.

Check it out now!

01/02/2026

Walking into 2026 with gratitude and intention.

We hope everyone had a wonderful holiday season and is stepping into the new year with fresh goals—mentally, physically, spiritually, and financially.

Whether you’re raising a growing family, just starting out and unsure how to invest, or looking ahead toward retirement, now is a great time to create a plan that fits your life. I’m here to help at Avaii Wealth Management.

Here’s to a healthy, focused, and prosperous year ahead!

11/11/2025

Happy Veterans Day! 🇺🇸

11/07/2025

10/28/2025

05/22/2025

Two of my biggest supporters stopped by the Avaii office recently and quickly claimed my business cards in the lobby!

They might be small, but their support means everything.

Grateful for the little reminders of why I do what I do every day and for the family that backs me at home and in the office!

01/09/2025

I want to take a moment to celebrate Grant Freeman who passed his SIE this week!

Grant has demonstrated remarkable commitment and dedication. I am excited to see him continue to grow in his career by delivering top-notch service to his clients.

Big things in store for you, Grant, and I am honored to be able to watch it happen!

12/22/2024

Merry Christmas from our family to yours! We’re so grateful for the opportunity to slow down and create traditions with our little boys.

Hope you all take in what this time truly is for and why we celebrate it! 🎄🙏

11/29/2024

Wishing you all a happy and healthy Thanksgiving! 🍂

As we celebrate Thanksgiving, I'm reflecting on the many blessings in my life. I'm incredibly grateful for my health, the support of my wonderful family and friends, and the opportunity to do meaningful work as a financial advisor.

This year has been a reminder of how important it is to appreciate the little things and the people who make life special.

11/11/2024

Proudly wearing my American Flag pin today in honor of all the brave men and women who served—thank you for your sacrifices and dedication. 🇺🇸

As a U.S. Army veteran, I know firsthand how important it is to support one another, especially within our local communities.

I’d like to give a special shoutout to some amazing veteran entrepreneurs and local businesses that are doing incredible things. Please check them out and show some love:

- Gnarly Grain Coffee – Casual cafe offering coffee, tea and hot chocolate along with baked goods and gift items. Gnarly Grain Coffee Company

- Hero Sundays – A group of badass individuals who come together on Sundays to honor a uniform member who lost their life serving. Hero Sundays

- Fox Valley Veterans Council – The mission of the Fox Valley Veterans Council, Inc. is to coordinate community support for military veterans, those still serving, their families, and survivors. https://www.foxvalleyveterans.org/

To my fellow veterans, thank you for your service and for continuing to lead by example. Let’s keep lifting each other up!

09/20/2024

Family is everything to me.

They are my “why.”

Their future and well-being inspire me to help others families and individuals create and protect their financial futures.

At the end of the day, financial planning is about more than just numbers—it's about making sure the people we care about most are taken care of.

I'm here to help you build the future you envision for your loved ones, just as I'm doing for mine.

09/11/2024

Today, we remember the events of September 11, 2001. As we reflect on that day, it's a moment to honor the Americans we lost and recognize the strength and resilience that emerged in its wake.

Last month, Katelyn and I visited NYC and were deeply moved by the 9/11 Memorial Pools (the attached picture is from that day). Standing there, reflecting on where the Twin Towers once stood, left a profound impact on us.

As we mark 23 years since that tragic day, let’s take a moment to honor and remember. 🇺🇸