Who's investing in you?
What makes Aurion
Different?
We work in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our investing experience make us unique in our industry. We are a firm that invests in YOU!
When you become a client, you get a comprehensive financial plan, including resources on investing, Social Security, Medicare, tax efficiency and more. To help you make the most of our services, you get a dedicated advisor who takes the time to get to know your unique goals, finances, health, family and lifestyle. To top it off, we’re a fiduciary—meaning we’re in your corner, we have your back, we’re here for you and we always put your interests first.
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Gold Medal Services
At Aurion, we tailor financial plans to transform your goals into reality. Whether you’re starting out or nearing retirement, our personalized approach ensures we’re with you every step of the journey, helping you achieve financial success at any stage of life.
Aurion Wealth Planning Process
Begin your financial journey with Aurion Wealth’s comprehensive Financial Planning Process. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today’s changing market conditions. We conduct a detailed assessment of your financial status, priorities, and risk tolerance to provide customized investment insights that fit your unique needs. Let’s build a strategy together that aligns with both your current objectives and future aspirations.
Your Financial Purpose & Goals
We start with a meeting to gather relevant financial details and to uncover the deeper purpose and priorities behind your wealth.
PERSONALIZED INVESTMENT INSIGHTS
Our team performs a comprehensive analysis of your total net worth, including investments, business assets, real estate, insurance policies, estate plans, and tax considerations. This enables us to build a strategic, goal-based plan.
ESTATE PLANNING AND TAX OPTIMIZATION
Navigate estate planning complexities and optimize your financial strategy for tax efficiency with expert recommendations.
CONSTRUCTION OF FINANCIAL STRATEGY
Work together to develop a comprehensive strategy that adapts to life changes and market conditions.
ONGOING REVIEW AND ADAPTATION
We meet regularly to review your comprehensive financial plan and adjust for changes in financial objectives, market conditions, and tax and estate planning laws. In the interim, we communicate with you, providing performance reports, tax summary updates, net worth statements, and market insights and commentary.
Our Organization is Guided by four core Values
Compatibility, Confidence, Customization, and Collaboration.
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Testimonials
Praise From
Our Clients
“The most amazing thing was that, nobody ever listened, it was all about them and not about us. And Amanda listens.”
Disclosure: Clients were NOT compensated for their testimonials.
“One of the things that was particularly endearing to me about Amanda was her personal involvement.”