Your Advisor For Life.
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Avitas Wealth Management is a boutique asset manager and wealth advisory firm for select multigenerational families. We provide institutional Style Portfolio Management, Financial Planning, Total Wealth Organization®, and exclusive access to Private Equity Managers.
Our clients want an independent advisor who sees the world through the same lens they do. One who earns their trust and is just as committed to their success as they are. An advisor who will guide their family through every financial decision, standing by their side for a lifetime. That is the kind of advisor Avitas is built to be. Your advisor for life.
For more than twenty years, the founders of Avitas have followed one simple idea: To remove distractions and conflicts and add back the one thing you really want – their own wealth, totally organized. We are not driven by sales commissions or hidden incentives. A relationship with Avitas is unlike any financial advisor relationship you may have experienced.
Our MIssion
To be your trusted advisor, one who sees the world through the same lens you do. One who earns your confidence and is as committed to your success as you are. An advisor who will guide your family through every financial decision, standing by your side for a lifetime. That is the kind of advisor Avitas is built to be. Your advisor for life.
TOTAL WEALTH ORGANIZATION
Our custom-tailored service allows you to see your comprehensive financial picture with a single sign on, providing a secure, integrated view of all financial, real estate, insurance, and related assets. Moreover, all important documents and medical and professional contacts can be accessed by you and your authorized family members. No more wondering “what if anything were to happen to us”? It is your entire financial life organized for you and your family. This is a service included in your Wealth Management fee.
HANDS-ON MONEY MANAGEMENT
You can feel confident that every investment decision is made by individuals you personally know and trust, and who invest side-by-side with you in the same strategies. Based on the needs of our clients, we utilize varying asset management styles in the creation of individual portfolios. Our strategies are primarily made up of individual stocks and bonds, with a limited number of outside mutual funds and ETFs. Since the inception of our first portfolio strategy in 1995 at our former firm, we have built a highly tax efficient portfolio management system, with an emphasis on risk/return analysis and a disciplined approach to rebalancing to maximize risk adjusted returns.
Our Executive Team
Our Office
1901 Avenue of the Stars, Suite 1901
Los Angeles, CA 90067