Wealth Management & Financial Advisory
Whether you’re planning for retirement, building investment strategies, or preparing your estate, our experienced advisors provide tailored solutions that grow with you.
What We Offer
Fiduciary
As a fiduciary, Hollingsworth Avent Averre & Purvis, P.A. always puts your interests first. We have a fee-only arrangement with our clients; we sell no commission-based products.
Goals
To facilitate your successful investment experience, we will strive to deliver market rates of return at the lowest possible cost, provide continuing education to our clients, use a holistic approach to wealth creation and management including consideration of risk assessment, taxes, retirement goals, estate issues, and insurance, and prevent you from making financial mistakes.
Investment Philosophy
Hollingsworth Avent Averre & Purvis, P.A. embraces passive management techniques that avoid stock picking and market timing. Nor do we make investment decisions based on attempting to predict the immediate future. We will create a portfolio for each client based on their needs and risk tolerance by diversifying resources among various asset classes. All decisions related to the ongoing management of your portfolio will be evidence-based, relying on best practices identified by the academic community.
Who We Serve
Individuals & Families
Seeking to grow and protect their assets
Business Owners
Planning for succession and liquidity events
High-Net-Worth Clients
Needing customized, sophisticated wealth solutions
Retirees
Focused on income preservation and legacy planning
Why Work With HAA&P?
Personalized & Transparent
We tailor strategies to your unique goals and provide clear communication every step of the way.
Long-Term Partnership
Our commitment is to help you navigate every stage of your financial journey, adapting as your needs evolve.
