Your industry has been under remarkable duress. You need help. As a high-earning executive in the energy, oil, and gas sector, your financial picture is layered with equity awards, cyclical income, and evolving benefit structures.
Successful business leaders like you are often frustrated by a lack of communication and attention to detail from their financial advisor. That’s why Avion Wealth exists. We develop a customized Wealth Confidence Plan™ and stay with you every step of the way, so you can focus on your expertise, confident that the details are being managed by the right team with the right advice.
At Avion Wealth we know that you want to be confident in your financial choices. In order to do that, you need to protect and build your wealth. The problem is that you’re not getting the communication you deserve, and the details of your situation are not being adequately addressed which leaves you feeling frustrated. We believe you should be heard; that all the details matter, even the small ones. We understand the frustration of not being heard and of having details fall through the cracks, which is why we have built a team with the credentials and experience to get you where you need to be. And a culture that ensures all the pieces are in place.
We've studied and documented the retirement savings plans of Exxon, Anadarko, Chevron, Halliburton, Shell, and more.
Get clarity on managing expenses and benefits in times of uncertainty.
Objective advice when it matters most.
Know how and when to leverage COBRA, Retiree Medical, Relocation packages, and more.
We don’t miss the small details because it’s all important to your long-term plan.
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