AVINCI WEALTH MANAGEMENT, INC.

Overview

Avinci Wealth Management, Inc. is an independent, privately owned registered investment adviser that positions itself as a capital allocator for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and on a fixed-fee basis, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars or workshops. Avinci is not identified as an active ESG investor and is not listed as a multi‑state adviser. The firm also lists an affiliation with an insurance company, which appears to influence some of the product choices it offers.

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Location & Offices