At Avion Wealth, our mission has always been rooted in delivering exceptional, high-touch service to high-net-worth executives and entrepreneurs. As our firm continues to grow, so too does our commitment to enhancing both the client experience and our internal team environment. That’s why we’re proud to share some exciting news: we’ve officially expanded our office footprint at 2829 Technology Forest Blvd!
After 10 successful years at this location, we’ve doubled our space by incorporating the neighboring suite. The expanded office now features six new private offices, a spacious new conference room, a second fully equipped kitchen, additional storage, and six more open desk areas. These improvements allow us to continue delivering the personalized wealth management services our clients expect, while creating an inviting, collaborative space for our growing team.
“When the opportunity to expand into the adjacent suite presented itself, the decision was clear,” said Alana Wells, COO of Avion Wealth. “This expansion reflects more than just our growth. It represents a deliberate investment in enhancing the client experience and fostering an environment where our team can continue to excel.”
The new conference room is already proving valuable, offering a dedicated space to host client strategy meetings, team collaborations, and educational gatherings. With more private and open workspaces, we’re well-positioned to continue attracting top talent and scaling our services to meet the evolving needs of our clients.
This expansion is more than just a physical upgrade. It reinforces our long-term vision to be the premier firm of choice for discerning clients—delivering expert financial guidance, operational precision, and an experience defined by confidence, clarity, and exceptional care.
We look forward to welcoming you into our new space!
Paul is the founder and CEO of Avion Wealth, LLC. He leads a team of wealth managers in building and executing financial plans for high net worth individuals and families. Contact Avion Wealth to speak with a financial advisor.
