Avaii Wealth Management

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Avaii Wealth Management Avaii was founded in Appleton, WI to help clients with a common-sense approach to financial planning.

10/09/2026

Christian is back for another round of quick-fire questions with our team. ⚡

We always enjoy sharing the perspective and insights from our advisors, and we want to make sure we’re covering the topics and questions that matter most to you. What questions would you like to hear our advisors answer in the next quick-fire? Drop them in the comments below!

10/07/2026

We’ve got a NEW update on our expansion! 🎉

It’s been so exciting watching our new space come together, and we’re looking forward to opening the doors to our team, clients, partners, and everyone who has been part of the Avaii journey.

Just a reminder that details for our upcoming Open House have been sent out - we can’t wait to celebrate this next chapter with you all!

10/05/2026

When it comes to your money, it helps to have someone who knows what to look for, asks the right questions, and helps you make informed decisions. 📈

Sometimes, it just helps to have someone in your corner. 🤝 Visit avaii.wrmlinks.com/contact or call 920-214-1212.

09/29/2026

It’s easy to put off financial decisions because they don’t always feel urgent today. But the choices you make now can have a big impact on where you are five, ten, or even twenty years from now.

We sat down with our Partners and asked them: What would you encourage people to do differently today? 💭

They share the advice they find themselves giving most often—from being more intentional with your money to planning ahead instead of waiting for the “right” time.

You don’t have to have everything figured out before you start. If you’re ready to take a closer look at where you are and where you want to go, visit avaii.com to connect with our team. 💙

09/24/2026

Every stage of life comes with new goals, new opportunities, and new decisions. ✨ Whether you’re growing your career, building a family, preparing for retirement, or thinking about the legacy you want to leave, your financial priorities will continue to evolve.

At Avaii Wealth Management, we take the time to understand where you are today and where you want to go. From navigating important decisions to adjusting your plan as life changes, we’re here to provide personalized guidance and help you move forward with confidence. 💙🤝

We’re excited to welcome Will Kleiber to our team as our newest Wealth Advisor!With a degree in finance and risk managem...
09/22/2026

We’re excited to welcome Will Kleiber to our team as our newest Wealth Advisor!

With a degree in finance and risk management, Will believes financial planning is about more than simply managing money. When asked where his passion comes from, Will shared that he “believes financial resources can be a powerful tool when used with purpose, helping build confidence and make a positive impact on someone’s life.”

We’re thrilled to have Will joining Avaii and look forward to all that’s ahead. Please join us in welcoming him to the team! 👋

09/17/2026

Ben thought he was getting out on time... apparently the day had other plans for him. 😅 🤝

09/15/2026

We’re asking the important question: Why did our advisors choose this field?

For Christian, it comes down to serving others. He enjoys helping our clients see what’s possible, build a plan around what matters most to them, and be there to support them through every season of life. 💙

09/10/2026

Think financial planning is just about investments? Think again. 👀

❌ It’s not only about saving money.
❌ You don't just create a plan once and never revisit it.
❌ It’s not all about investment performance.

We believe financial planning should look at the bigger picture—your goals, your priorities, and how your life changes over time 💙

If any of these misconceptions surprised you, it may be time to sit down with an advisor. Give Avaii a call at 920-214-1212 or visit avaii.com to connect with our team today!

09/08/2026

What should financial planning actually feel like? ✨ For us, it’s about giving our clients clarity, confidence, and a plan for what’s ahead.

Our Partner & Wealth Advisor, Dave Jensen, shares what we believe a strong financial planning relationship should look like and the value of having an advisor you can trust along the way. 🤝

Ready to feel more confident about your financial future? Call us at 920-214-1212 or visit avaii.com to get started.

Address

2101 N Casaloma Drive
Appleton, WI
54913

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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