About AVZ Wealth Management, LLC
AVZ Wealth Management, LLC (“AVZFS”) was formed in 1999 by the owners of Albrecht, Viggiano, Zureck and Company, P.C. AVZFS is an SEC registered investment adviser with more than $40 million of assets under management. The mission of AVZ Wealth Management is to be your complete wealth care provider – offering you a broad menu of services and products to help you achieve your financial goals. The professional staff of AVZ Wealth Management is fully licensed and ready to assist you in every aspect of your financial well-being.

Our Wealth Management Team
The professionals of AVZFS work together to provide you with a comprehensive financial plan that addresses your needs. The CPA who has managed your accounting relationship works closely with our Financial Services Director and Financial Services Associate to offer the services and/or products that are most appropriate for you.

Our Services
Our approach to your wealth care plan is both comprehensive and long-term. We strive to present you with the right solutions to your financial challenges and goals.

• Investment Management Services
  • Fee based managed mutual fund accounts
  • IMS Unified Choice
  • A comprehensive process driven by risk tolerance analysis and asset allocation
• Brokerage Services
  • Bond portfolios
    • Corporate, government or municipal bonds
  • Mutual funds
• College Funding
  • 529 College Savings Accounts
• Retirement Plan Services
  • Small business plans – profit sharing, SEP-IRAs, SIMPLE IRAs
  • Plans specially designed to meet the needs of your company
  • Larger, employee directed 401(k) Profit Sharing Plans sponsored by high quality plan providers such as the Principal Financial Group
• Insurance Services
  • Life insurance – term and permanent insurance, second-to-die, estate planning
  • Disability insurance
  • Long-term care insurance
  • Fixed and variable annuities
• Alternative Investments
  • Private real estate investment trusts (REITs)
  • Oil and natural gas limited partnerships
  • Diversified real estate limited partnerships
• Personal Financial Planning - includes retirement planning, college funding, estate planning, risk management, income tax planning and qualified distribution planning.