Avisen Wealth Management

As a finance and insurance agency located in Sacramento, California, Avisen Wealth Management offers comprehensive advice and guidance for all aspects of your financial life. With a team of experienced investment managers and financial planners, we help you manage your investments in a way that aligns with your financial goals, especially when it comes to planning for retirement.

At Avisen, we understand the unique needs of working professionals, business owners, women, and organizations looking to align their investments with their mission. Our team of experts stays up-to-date on market trends, tax strategies, and estate planning to provide you with well-informed financial advice.

Our CEO, Ken, brings over forty years of experience in the financial services industry and leads a team of dedicated professionals who prioritize building strong, long-term relationships with clients. Whether you're looking for individual stock advice, income planning, or asset protection through insurance, our team is here to help you navigate the complexities of financial planning.

We believe in the power of personal connection and getting to know our clients on a deep level to understand their financial goals and priorities. By taking a personalized approach to financial planning, we help you make sound decisions for your future and the future of your family and organization.

Whether you're looking to build a custom investment portfolio, plan for retirement, or make informed financial decisions, Avisen Wealth Management is here to guide you every step of the way. Schedule a conversation with us today to start planning for a brighter financial future.