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Meet Our Strategic Partners

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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

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SASATA specializes in working with business owners and executives on strategies to reward, retain, and recruit top talent.

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The decisions we make today shape tomorrow's financial security.

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Helping to you Optimize your wealth. Achieve your goals. Protect your dreams.

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Trusted Financial Guidance for Families of Business Professionals, Executives, and Physicians

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Protecting Wealth and Creating Legacies

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 Specializing in managing risk to protect clients in any situation and helping clients build their wealth toward financial independence and success.

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We take the time to understand your needs and evaluate how best to prepare you not just for retirement, but for the path that leads to it.


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AVA Wealth’s mission is to create and nurture an exclusive community of ambitious and positive, like-minded individuals; devoted to achieving GROWTH and BALANCE to live their best LIFE.

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