Work With Us

Dynamic Approach

We strategize with passion, tailoring action plans to suit your specific goals. No question about money is trivial to us, and we encourage open conversations on all subjects. Prepare to experience the excitement of shaping your financial future with us!

Absolute Dedication

At the heart of our services lies an unwavering loyalty to our clients. You'll never have to doubt whether we're on your side. From the moment we start working together, we commit to being your life-long financial allies.

Proven Expertise

In essence, we're masters of our craft. With 17+ years of experience in finance, we've consistently helped high-earning, goal-oriented professionals reach their financial aspirations. Are you ready to be our next success story?

Gold Medal Services

Welcome to our Service Menu! At Aurion Wealth Advisors, we are dedicated to helping you achieve financial security and peace of mind. Our services are tailored to meet your unique needs and goals. Here’s a glimpse of what we offer:

Retirement Income, Distribution & Care Planning

Analysis of your current and future income needs

Insurance planning and analysis, Long Term- Care Reviews and planning

Continual development and implementation of recommendations to fund your income needs to enhance your lifestyle

Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs

Analysis of the beneficiaries of your IRAs and life insurance

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Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities for increasing tax reduction strategies

Annual review of your tax situation and planning to incorporate any new tax law changes

Complimentary consultation with your tax preparer

Recommendations of tax strategies including tax advantaged investments

Staying current on and presenting new tax laws that can affect your situation

Client Services & Communications

Quarterly Newsletter to keep you apprised of the most current planning strategies

Quarterly, semi-annual or annual reviews

Special reports on how to help reduce your taxes and other important topics

Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

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