Avaii Wealth Management of Menasha

Avaii Wealth Management is a Wealth Management firm in Menasha, WI. The firm operates as an independent boutique financial planning practice, distinct from large corporate entities, with decision-making handled in-house by a small, nimble team. The firm’s name traces back to Latin roots for "life plan," reflecting its core mission to create individualized strategies for clients at every stage of life. Services include fee-only planning, where compensation is based on the value of investments rather than transaction volume, asset management utilizing risk assessment technology, insurance planning, retirement cash flow management, and tax planning and preparation. The team structures its approach around three specific life stages: the Building Years, focused on growing wealth and realigning plans; the Solidifying Years, addressing questions about retirement timing and health insurance; and the Retirement Years, helping clients navigate changes in purpose and spending while maintaining security.

The firm’s leadership includes Christian Doule, ChFC, CLU, as President and Founding Wealth Advisor, and Joel Blattner, CFP, as Founding Director of Investments and Planning. Other partners and advisors include Mark Truettner, David R. Jensen, CFP, MBA, Ben Baker, CPA, who serves as Tax Director, William Fenili, Mark Nelessen, Peter Kerntke, CFP, MS, and Kole Purtell. The operations team is led by Malorie Marquez, Director of Operations, and Cindy Gorges, Director of First Impressions. The firm emphasizes a culture grounded in mutual respect, growth, and service, explicitly avoiding sales quotas and cookie-cutter plans. Core values include integrity, a servant mentality, and a proactive, detail-oriented approach. Tax services are provided through an in-house CPA, offering personalized strategies for both individuals and businesses to optimize tax situations and ensure compliance.

Avaii Wealth Management holds a 5.00 rating based on customer reviews. The firm’s standing is defined by its client-first approach, where recommendations are made only if they serve the client's best interests, ensuring a transparent and personalized financial planning experience in the Menasha area.