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Avista Wealth Management

Achieving financial success requires discipline and the relentless pursuit of your goals. Our guidance and your drive powers the plan.

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Avista serves entrepreneurs, professionals, athletes and small companies who seek investment management expertise and strategic financial, tax and estate planning.

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Services
Asset Management

Structured risk-based models capture desired returns and minimize downside risk, while customized portfolios seek higher levels of return, hedge market volatility, and provide greater tax efficiency.
Financial Planning

An extensive discovery process enables Avista to evaluate our clients' current financial picture. Multiple future scenarios are then forecasted to assess the likelihood of success in obtaining their retirement goals.
Insurance

Insurance and annuities are an essential tool to mitigate financial risks. Our insurance and risk management strategies help protect family income & secure personal and business assets.
Business Solutions

Avista, with our alliance partners, provide a multitude of services for growing companies. We help  business owners focus on what they do best.

About

I created Avista in 2009 to assist individuals, families and small businesses achieve their financial goals, striving to be their financial coach and personal CFO.  My extensive experience as an investment professional and advisor enables Avista’s clients to make smart financial decisions throughout their lives.

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Client Testimonials

Bill E.
Client since 2010

After nearly 15 years of working with Avista, I have zero complaints and nothing but compliments. Glenn has managed my portfolio as he would have his own. Thank you Glenn for all you've done.

Cameron Williamson
Client since 2014

Jonathan McMahon
Client since 2017

Avista Financial Network, Inc. (DBA Avista Wealth Management) is a Registered Investment Advisor in the state of Illinois.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

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