Aventail Wealth Management, LLC is an independent wealth management firm headquartered in Bellevue, Washington. Established as a Registered Investment Advisor (RIA), the company operates on a fee-only basis, ensuring its advice is aligned with client interests. Their core mission is to help a select group of individuals, families, and trusts achieve their financial goals through personalized, long-term strategies encompassing investment management, retirement planning, and comprehensive financial planning. The firm emphasizes a disciplined, evidence-based investment philosophy and building lasting client relationships.

Founded in

United States