Overview

Avista Wealth Management is a fee based Independent RIA in Illinois. We focus on building strategic portfolios, comprised mainly of passive based index mutual funds and ETFs. We incorporate insurance and annuities into client's portfolios and financial plans when appropriate. I am looking to purchase another practice (with AUM under $15 million) and or merge with another practice to gain scale and stability.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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