What are the 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

Avaii Wealth Management

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United States
Appleton, WI
Avaii Wealth Management

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

10/27/2026

We’re excited to announce that our expansion is complete! 🎉

Our space has grown by 5,000 square feet, creating more room for our growing team, future advisors, and the clients we’re proud to serve. With additional offices and dedicated space to host client events, we’re excited to continue growing and creating new opportunities!

Thank you to everyone who joined us for our Open House and to our clients whose continued trust and support make this growth possible. We’re excited for what’s ahead and look forward to growing together! ✨

10/22/2026

Christian breaks down sequence of returns risk, dollar-cost averaging, and how we use these strategies when helping our clients plan for the future. 📈

We’d love to help you feel confident and prepared for your financial journey. As our client, you’ll have the knowledge and guidance you need to navigate your investments with confidence.

Visit avaii.com to learn more, or give us a call at 920-214-1212. We’re here to help you every step of the way.

10/20/2026

We recently sat down with Will to learn more about his journey into a career as a Wealth Advisor and what inspired him along the way. 🚀

To him, financial planning isn’t just about numbers - it’s about helping people reach the moments that matter, whether that’s buying a home, purchasing a new car, or retiring with confidence.

Those goals matter to Will because they matter to his clients. 👏

Schedule a discovery call with our team here: avaii.wrmlinks.com/discoverycall.

10/17/2026

What does working with Avaii actually look like? 🔍

We sat down with Dave, one of our wealth advisors, to hear what the first discovery call would look like at Avaii and how it can grow into a lasting relationship and partnership.

Ready to start the conversation? 💬 Visit avaii.com to schedule your discovery call or give us a call at 920-214-1212.

10/15/2026

Being a great financial advisor goes far beyond knowing the numbers. It starts with understanding the person behind them. 🤝

For us, that means listening before offering advice, building relationships based on trust, communicating openly, and taking the time to understand what truly matters to each client.

10/09/2026

Christian is back for another round of quick-fire questions with our team. ⚡

We always enjoy sharing the perspective and insights from our advisors, and we want to make sure we’re covering the topics and questions that matter most to you. What questions would you like to hear our advisors answer in the next quick-fire? Drop them in the comments below!

10/07/2026

We’ve got a NEW update on our expansion! 🎉

It’s been so exciting watching our new space come together, and we’re looking forward to opening the doors to our team, clients, partners, and everyone who has been part of the Avaii journey.

Just a reminder that details for our upcoming Open House have been sent out - we can’t wait to celebrate this next chapter with you all!

10/05/2026

When it comes to your money, it helps to have someone who knows what to look for, asks the right questions, and helps you make informed decisions. 📈

Sometimes, it just helps to have someone in your corner. 🤝 Visit avaii.wrmlinks.com/contact or call 920-214-1212.

09/29/2026

It’s easy to put off financial decisions because they don’t always feel urgent today. But the choices you make now can have a big impact on where you are five, ten, or even twenty years from now.

We sat down with our Partners and asked them: What would you encourage people to do differently today? 💭

They share the advice they find themselves giving most often—from being more intentional with your money to planning ahead instead of waiting for the “right” time.

You don’t have to have everything figured out before you start. If you’re ready to take a closer look at where you are and where you want to go, visit avaii.com to connect with our team. 💙

09/24/2026

Every stage of life comes with new goals, new opportunities, and new decisions. ✨ Whether you’re growing your career, building a family, preparing for retirement, or thinking about the legacy you want to leave, your financial priorities will continue to evolve.

At Avaii Wealth Management, we take the time to understand where you are today and where you want to go. From navigating important decisions to adjusting your plan as life changes, we’re here to provide personalized guidance and help you move forward with confidence. 💙🤝

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

https://www.avaii.com/

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