Successful business leaders are often frustrated by a lack of communication and attention to detail from their financial advisor. We develop a Wealth Confidence Plan™ and stay with you every step of the way so that you can focus on your expertise, confident that the details are being managed by the right team with the right advice.
Senior executives often carry complex compensation structures, concentrated stock positions, and benefits decisions that intersect in ways that warrant coordinated review. We advise executives across industries on planning considerations that may include:
Airline pilots carry a planning profile that few advisors are equipped to navigate: variable income, complex defined contribution and legacy defined benefit plans, the VEBA, and benefit elections that compound across a career. At Avion Wealth, we have built deep familiarity with the retirement and benefits structures at United Airlines and Southwest Airlines, including the defined contribution plans, the decision points within frozen or terminated defined benefit plans, and the Retirement Health Account structure.
We advise senior captains, first officers, and pilot families on planning considerations that may include:
Avion Wealth is also the publisher of The United Pilot’s Flight Plan for Wealth, a book written specifically for United pilots navigating the financial planning decisions that define their careers and retirements.
For business owners, the most consequential planning decisions often surface around the events that define a career: a liquidity event, a generational transition, or the structural shift from operating a business to stewarding the wealth it generated. These decisions touch tax, estate, investment, and family considerations simultaneously, and the after-tax outcome of a transaction frequently turns on planning work done long before the deal closes.
We advise business owners on planning considerations that may include:
For executives, pilots, and business owners whose situation involves more than investments, Avion Wealth offers a complimentary Second Opinion Service focused on how your current plan may fit within a broader wealth strategy.
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