Who We Serve

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.

Business Leaders

These are uncertain times.

As a successful business leader, you need tools and resources to help navigate this difficult environment.

  • Solid investment management
  • Advanced Planning resources to help minimize taxes and maximize cash flow, take care of your heirs, protect your wealth from being unjustly taken and maximize the impact of your charitable giving during these times of great need.

You need to know that you’re taking full advantage of the options and opportunities available.  That your personal details are being managed by the right team, with the right advice.

Schedule Conversation

Business Leaders

We advise on tools and resources that help grow businesses, life transitions such as the sale of a business or retirement as well as executive compensation packages including:

  • Net Unrealized Appreciation (NUA) analysis within 401(k)s
  • Stock and restricted stock options and grants
  • Health savings plan utilization
Schedule Conversation

Energy Industry

Your industry has been under remarkable duress.  You need help!

We have invested a great deal of time and resources learning and documenting the detailed and complex retirement savings plans at major players such as Exxon, Anadarko, Chevron, Halliburton, and Shell.

Avion Wealth is here for you, to help:

  • Manage expenses for an unexpected early retirement or furlough
  • Objectively evaluate NUA, stock and deferred compensation options
  • Leverage your benefits (COBRA, Retiree Medical, Relocation)
Schedule Conversation

Airline Industry

September 11, 2001.

The Great Recession of 2008.

Covid-19…  slow recovery ahead.

No industry gets whipsawed like the airlines.  It is no surprise our research indicates that 93% of senior pilots surveyed do not feel they have been successful in addressing their financial challenges.

Avion Wealth is here for you, to help:

  • Manage expenses for an unexpected early retirement or furlough
  • Objectively evaluate the annuity versus lump sum options
  • Leverage retiree benefits (RHA, Insurance, etc.)
Schedule Conversation

Airline Industry

Avion Wealth has helped many senior airline captains and executives navigate the shoals of the restructuring of the airline industry and the Pension Protection Act of 2006. We are second to none in our understanding and familiarity with United (Continental) and Southwest Airlines’ complex retirement and benefits packages. We have access to their defined contribution plans and can help compare the difficult choices that are available in both their defined contribution and defined benefit (A-) plans.

Since September 11, 2001, the airline industry has been buffeted by high costs and reduced demand. For many, pensions have been frozen or terminated. It is no surprise our research indicates that 93% of senior pilots surveyed do not feel they have been successful in addressing their financial challenges.

Avion Wealth will help address many of these challenges including:

  • Smoothing a variable income to prepare for retirement
  • Evaluating the annuity option vs. the lump sum option for pension plans
  • Leveraging Retirement Health Accounts (the VEBA) to best suit your needs
  • Protecting your family financially in the event that something happens to you
Schedule Conversation