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Avior Wealth + Momentum

Wealth Management in The Woodlands, TX

Wealth management advisors are also located in The Woodlands, Texas and ready to help you plan your retirement, investments, financial planning and more.  Investment advisory services are offered through Avior, an Investment Advisor registered with the U.S. Securities and Exchange Commission.

Brokerage services (transaction and commission-based) and general securities are offered through Momentum Independent Network Inc. (MIN), member FINRA/SIPC.  Avior is not an affiliate of Momentum Independent Network.

Contact us today for more information on our services in The Woodlands

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Tailored Wealth Management in The Woodlands, TX

At Avior, we help clients pursue their most purposeful life by clearly defining the true reasons for their wealth. Using clear intention and exceptional care, we design comprehensive, tailored financial plans that help Arizona residents achieve their long-term financial goals. Working alongside our clients, our seasoned wealth management professionals build personalized financial plans that revolve around the authentic purpose behind your money. By giving your wealth more purpose, we help you plan for an unpredictable future while supporting the ones you love.

Retirement Planning

Our wealth managers get to know your long-term goals before using Avior's proprietary Navigator process to design a personalized plan that leverages all of your retirement assets.

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Investment Management

Avior knows how to control risk, grow your wealth, and give your investments a purpose that matches up with the life you want to live.

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Tax Planning Strategies

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Insurance Planning

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Cash Flow Planning

Avior Wealth Management helps individuals, families and business leaders improve their financial momentum by showing them how to lower debt and invest in their futures at the same time.

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Estate Planning

We help ensure that your wishes, dreams and values remain intact with carefully navigated estate planning from our wealth management professionals.

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Education Planning

Avior has the insight and resources to analyze any prospective college or university and deliver the best possible cash flow planning based on your individual needs and goals.

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Business Owner Planning

With a century of collective experience, our fiduciary advisors help Nebraska business owners gain and maintain optimal value for the future and beyond.

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Meet The Avior Team

in Wealth Management // The Woodlands, TX

David Vaughan

David is a Wealth Advisor for Avior Wealth Management.

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Morris Monroe

Morris is a Wealth Advisor for Avior Wealth Management.

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Expert Financial Planning in The Woodlands, TX

The Avior Wealth team doesn’t just manage your money. We help support and protect the bright future your wealth can create. We help uncomplicate your financial situation while connecting your current investments to your long-term ambitions. We meet this high standard by learning the true purpose behind your wealth and then designing a complete plan based on your unique situation and overall goals.

Designing every plan with care, excellence and intention, we create personalized plans according to the long-term objectives and distinctive needs of each client. You won’t find a more attentive, forward-thinking collection of knowledgeable fiduciary advisors in The Woodlands, TX.

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residing in states in which MIN or its registered representatives are qualified to provide brokerage services.

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Wealth Management // The Woodlands, TX

Avior

10655 Six Pines Drive, #100 The Woodlands, TX 77380

thewoodlands.tx@avior.com

281.367.2483

Monday - Thursday | 08:00AM - 05:00PM
Friday | 08:00AM - 04:00PM
Saturday and Sunday | Closed

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