Avitia Lanza & Associates, LLc.
Investment Management - Tucson, Arizona, United States
Avitia Lanza & Associates, LLc. Employees
Avitia Lanza & Associates, LLc. Details
At Avitia Lanza & Associates, L.L.C., we believe that your financial situation is not only important to you, but to your loved ones as well. We work very closely as part of a team to evaluate your investment, tax, insurance, and even estate plan with your current CPA or attorney to address any potential pitfalls in your overall plan. As a firm, we adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, your advisor considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, we are able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of more than a quarter-century of experience to connect all the pieces of your financial life. We can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business. Our VisionOur Vision is to become America's most respected financial services firm because of our history of both integrity and helping our clients navigate through the world's rapidly evolving financial markets. Our MissionOur mission is to enable our clients to manage financial risk by providing services tailored to meet their specific objectives in today's rapidly evolving marketplace. Contact us today to schedule an appointment to discuss how well your Investment strategy is working with your current insurance policies, tax situation, and even how what you are doing today will affect your family for generations!
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