a·vail / ə-ˈvāl /
(noun) advantage toward attainment of a goal or purpose
(verb) to make use of : to take advantage of
Definition of avail (Source: Merriam-Webster)
Our firm was built with one mission and it is reflected in our namesake, Avail, which means to help or benefit; to be of use. As such, we have a singular focus: to help individuals and business owners prepare for their financial futures so they can confidently pursue their unique goals and dreams. We also seek to provide business owners with an integrated approach that combines their business and personal financial planning.
Whether you’re a high-net-worth-individual, family, or business owner, we are committed to being your vauled partner. Our firm was built arround the pillars below, which are also the driving principles behind all of client relationships.
Transparency is imperative to building trust and fostering engagement. We are committed to providing clients with transparency and acheive this by involving clients in decision making, being accessible as questions arise, conducting regular reviews, and fully disclosing our fees.
Relationships are at the center of everything we do for clients. From maintaining constant contact over the years to ensure clients are on track toward meeting their investment goals to cultivating personal relationship that go beyond our work as your financial advisor.
Success comes in many forms, but we define it as a track record of providing exceptional service, maintaining a professional reputation, developing strong investment acument and staying abreast of innovation, as well as helping clients in pursuit of acheiving their financial goals.
Integrity drives every decision we make for our business, our clients., and our community. Our fiduciary duty and ethical mind-set are fundamental to everything we do.
Our team of advisors have years of experience in financial services and we believe clients benefit from the diversity of thought, creativity and innovation, blending of complementary strengths, and flexibility that consistent teamwork fosters.
We avail ourselves of all possible resources to implement a team-based and holistic approach to financial planning.
Thomas Acerra Jr., CPFA ®
President | Wealth Management Advisor
Scott Taylor Sr.
Wealth Management Advisor
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