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  • Do You Believe Your Current Financial Plan Will Get You To Your Final Destination?
    Do You Believe Your Current Financial Plan Will Get You To Your Final Destination?
  • Does Your Portfolio Take Advantage of Global Opportunities?
    Does Your Portfolio Take Advantage of Global Opportunities?
  • Do You Need Unbiased Advice on Business Financial Strategy?
    Do You Need Unbiased Advice on Increasing the Value of Your Company?

What Are Your Financial Goals?    How Can a Financial Advisor Help?


Pursuing My Dreams

Pursuing My Dreams

What are your dreams? Whatever your dreams may be, we will provide the navigation to get you there.

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Prepairing For Retirement

Preparing for Retirement

A key to feeling prepared for retirement is having an investment strategy for your position in life.

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Growing My Business

Growing My Business

Our business acumen and experience in growing firms from incubation to billion dollar valuations will help ensure your success.

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Leaving a Legacy

Leaving a Legacy

Whatever your goals, we will provide you with the knowledge you need to maximize the value of your estate for your benefactors.

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Why Choose Aventus Investment Advisors

Experience. Service. Integrity. Aventus Investment Advisors' combination of wealth management, international investing, and business advisory experience is unmatched Lake Norman & Charlotte area.


Our Solutions

  • Wealth Management Solutions

    Aventus Investment Advisors focused approach to investment management starts with understanding your investment objectives, needs for liquidity, sensitivity to volatility and other key factors. We then create a customized investment strategy that targets your goals in the most cost and tax efficient manner.

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  • Company Retirement Plan Solutions

    Aventus Investment Advisors provides guidance on setting up or improving retirement programs for employees and plan sponsors. We handle a lot of the burden for plan sponsors by providing important guidance on investment selection and cost efficient service providers. We pride ourselves on providing excellent employee education to inform and inspire participation while providing local administrative support.

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  • Business Solutions

    For business owners, Aventus Investment Advisors provides unbiased advice on growth strategies, business sales, valuation, expansion, capital raising, acquisitions and divestitures. Business owners are able to achieve their strategic objectives through the differentiated, value-added advice we provide.

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