Avaii Wealth Management

05/18/2026

Big things are happening at Avaii Wealth Management. 👷‍♂️✨

We officially broke ground on an expansion to our Appleton office and are excited for what’s ahead. Looking forward to creating more space for client conversations, presentations, and opportunities.

05/14/2026

We’re grateful to share that Avaii Wealth Management has made the Top 5 in the Best of the Valley Community’s Choice Awards in the Finance – Financial Planning Services category.

Thank you to everyone who helped support us through the nomination round.

Voting for the final round is now open, and we’d appreciate your support. You can vote once per day through May 18.

🗳️ Vote here: https://postcrescent.gannettcontests.com/2026-Best-of-the-Valley-WI-Communitys-Choice-Awards/gallery?group=544529

Check it out now!

05/01/2026

Last week, we hosted a seminar on Artificial Intelligence and what it could mean for the broader economy.

Anna Nerys from BlackRock walked through how AI has evolved, where challenges are showing up, and what it could mean for markets going forward.

Thanks to everyone who attended!

04/28/2026

Sometimes tax season isn’t just about filing—it’s about what you do next.

In this month's edition of Avaii Insights, Dave Jensen, CFP, MBA, explores what comes after you file—and how to turn your tax return into a tool for smarter financial decisions.

✅ How reviewing your tax return can uncover planning opportunities
✅ Why adjusting withholdings or estimated payments can create better balance
✅ Strategic ways to use a tax refund beyond short-term spending
✅ Contribution opportunities (like IRAs and HSAs) that may still be available
✅ How to approach tax-efficient investing throughout the year

🔗 Take a closer look: https://www.avaii.com/blog/now-what-smart-financial-moves-to-make-after-tax-season

04/20/2026

Tax season, wrapped. 🧾

The Avaii team took a well-earned break at The 10th Frame to celebrate the close of another busy season—great company, a few strikes, and a night off well spent. 🎳

04/03/2026

🐇 Happy Easter 🐣

Wishing you a wonderful Easter filled with time to relax, recharge, and enjoy the season with those who matter most.