Aveo Capital Partners, LLC
Zach Heath, CFP® is a Wealth Advisor at Aveo Capital Partners, LLC since April 2021, previously holding the title of Private Wealth Associate. Prior experience includes serving as a Senior Analyst at Innovest Portfolio Solutions from June 2018 to April 2021, where Zach also worked as an Analyst and Analyst Assistant. An early career experience includes an internship as an Operations Associate at Trust Company of America during June to August 2017. Zach completed a degree from the University of Northern Colorado, studying from 2014 to 2018.
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Aveo Capital Partners, LLC
Aveo Capital is an independent wealth advisory firm providing holistic advice and counsel to individuals and families. Our integrative approach helps our clients make informed financial decisions and invest wisely. We operate transparently and value the meaningful, long-lasting relationships we have built with our clients. In short, we believe our independence helps our clients become more financially independent. Advisory Services offered through Aveo Capital Partners, LLC. Securities may be offered through through DMK Advisor Group, Inc.