Avaii Wealth Management

Avaii Wealth Management Avaii was founded in Appleton, WI to help clients with a common-sense approach to financial planning.

09/03/2026

A lot can change throughout the year, and your financial plan should be able to change with you. Whether your goals have shifted, life looks a little different, or you simply haven’t reviewed your plan in a while, now is a great time to check in. 📊

A financial review can help you see where you stand, make adjustments where needed, and ensure your plan continues to support your long-term goals.

Ready for your next review? Call us at 920-214-1212 or visit avaii.com to schedule your financial check-in.

09/01/2026

Life is always changing, and your financial plan should grow with you. ☕️

Through every new chapter, we're honored to help our clients navigate what's next with personalized guidance, trusted support, and a plan built around their goals. 💙🤝

We recently had the pleasure of celebrating our retirees with a day at Timber Rattlers Stadium! ⚾️Whether newly retired ...
08/27/2026

We recently had the pleasure of celebrating our retirees with a day at Timber Rattlers Stadium! ⚾️

Whether newly retired or enjoying retirement for years, we’re proud to celebrate this well-deserved milestone with our clients.

Thank you for trusting Avaii Wealth Management to be part of your retirement journey. We’re honored to continue supporting you in the years ahead! 💙

08/25/2026

Celebrating 8 years of Avaii this September! 🎉

Christian Doule, President and Founding Wealth Advisor, reflects on Avaii’s journey, growth, and the relationships that have shaped who we are today.

Thank you to our incredible clients, team, and community for being part of our story. We’re excited to continue growing together for years to come. ✨

08/20/2026

Retirement is one of life's biggest milestones, and you don't have to navigate it alone. 🤝

Whether retirement is just around the corner or years away, our team is here to provide the guidance, expertise, and personalized strategies you need every step of the way.

08/18/2026

Have you heard the term “fiduciary” but aren’t sure what it truly means? 🤔

Christian, President and founder of Avaii, explains why this role is so important in financial planning.

Along with his partners, Christian founded Avaii to help clients reach their financial goals with a relationship-first approach, without the “salesy” tactics.

Ready to have Avaii as your fiduciary? Visit avaii.com or call 920-214-1212.

08/14/2026

Every stage of life comes with different financial goals. 📈🤔

Kole, Wealth Advisor at Avaii, breaks down the Building Years, Solidifying Years, and Retirement Years and how each stage plays a role in your financial journey.

Ready to start planning for what’s ahead? Visit avaii.com. 👈

08/12/2026

We asked the Avaii team what inspires and motivates them to come to work each day while helping clients reach their financial goals. 📈✨

We weren’t surprised by their answers...

Family is the "why" behind everything they do. 🤍

08/10/2026

We put our advisors in the hot seat with some quick-fire questions! 🔥🎤

From common investing misconceptions to questions they hear from clients every day, they're sharing insights to help you feel more confident about your financial future.

Have a financial question? Drop it in the comments—we might answer it in our next round! 💬

08/06/2026

Come along as Christian gives you a sneak peek at the new expansion!

As we grow, we're excited to create a space that reflects who we are, where we can welcome more individuals, families, and business owners while continuing to provide the personalized experience you know and expect ✨

We look forward to welcoming you into our new space soon!

Address

2101 N Casaloma Drive
Appleton, WI
54913

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Website

Alerts

Be the first to know and let us send you an email when Avaii Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Avaii Wealth Management:

Shortcuts

Share

Category