Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions.

Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multigenerational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.

Avalan Wealth

Jeff Jagard

This department oversees investment strategies and asset allocation for optimal financial performance.

Portfolio Management

This department provides financial advice and investment strategies to clients, focusing on wealth accumulation and management.

Avalan Wealth

Org chart

Teams

Portfolio Management

Wealth Management

Offices

Avalan Wealth

Org chart

Teams

Portfolio Management

Wealth Management

Offices

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