Experience. Service. Integrity.
At Aventus Investment Advisors, clients receive personal attention and advice from financial professional who take the time to learn about them and their financial goals. We are focused on providing clients with new investment products, financial planning structures and state-of-the-art technology.
Wealth management expertise comes from experience and a deep belief in doing what is right for our clients. We are uniquely client centric, always putting our clients’ interest first. At Aventus Investment Advisors, we understand that receiving superior service is expected by our clients. We have a highly experienced, educated, and detailed team with four MBAs, two CFPs, a CFA, and two CFPs in training. We are fiduciary fee only investment managers and perform for our clients in the highly ethical manner required by the CFA and CFP credentials.
Aventus Investment Advisors expertise in international investment and business advisory makes us unique in the Cornelius, Lake Norman, Naples and Lake Winnipesaukee communities. International investing success takes the education and knowledge that comes from working in and traveling to locations throughout the world. Guidance on how to grow your business and manage your business as an investment becomes valuable when it comes from professionals experienced with guiding everyone from CEOs and senior government officials, to new entrepreneurs, globally.