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FINANCIAL ADVISORY, & INVESTMENT MANAGEMENT
FOR HIGH NET-WORTH INDIVIDUALS & ENTREPRENEURS

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AVL Wealth Management provides fee-only financial advisory and investment management services. We strive to uphold a fiduciary standard to act in the best interests of our clients.

Tel: 123.456.7890

BENEFIT FROM PERSONALIZED GUIDANCE AND PROACTIVE PLANNING

Retirement Planning

We'll assist you so that you are confident in your retirement by evaluating your goals and providing clear objectives to pursue them. This includes calculating your income needs in retirement, advising on the timing of social security, and drawdown strategies.

Estate Planning

We evaluate all you've built and assist with transitioning it to those you've built it for. We partner with attorneys to evaluate your estate plan to determine if it best fits you and your beneficiaries needs while minimizing estate tax.

Tax Planning

We provide a forecast months and years ahead of time so that you are not blindsided by high tax bills. Our tax planning strategies seek to minimize your tax liability while potentially growing your wealth.

Cash Flow

We analyze your personal income statement to create a budget and a needs analysis to keep you on the path to financial independence.

Portfolio Management

We manage your investments through custom and model portfolios that are predicated on global diversification and modern portfolio theory.

Insurance Planning

To protect you and your family from the unknown, we analyze your current insurance policies to determine the appropriate level of coverage for your insurance needs.

The AVL Difference

We're a fee-only, fiduciary financial planner that puts our clients interests above all, at all times. We analyze your entire financial picture before making recommendations and we only take payment from you, our client. This means we have no motives to sell you products since we do not collect commissions from investment companies.

 

As financial planners our goal is to provide you with a clear picture of your net worth, and a path to pursuing your financial goals, no matter what stage of life you are in. By becoming an AVL client, you'll always have a partner looking out for your best interests.

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MEET YOUR ADVISOR, ANTHONY

Anthony Lupoli, CPA/PFS,
CFP®, MAcc

Anthony is an experienced CPA and CFP® who has advised hundreds of individuals on tax-advantaged strategies to save money and build wealth.


Valuing entrepreneurship, he started AVL CPA Firm and AVL Wealth Management with the intention of creating an integrated approach to investing and financial advisory for individuals and entrepreneurs alike. 

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EXPERIENCE A STRAIGHTFOWARD AND AFFORDABLE APPROACH

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