Avellie Wealth Management, LLC is an independent, fee-based financial advisory firm based in Scottsdale, Arizona. The boutique firm serves clients through customized financial plans and investment portfolios designed around each person’s circumstances, goals, and long-term interests. Avellie operates as a fiduciary, committing to act in clients’ best interests and build relationships grounded in trust, transparency, and partnership.

Its services include financial planning, which establishes a roadmap for clients’ current finances and future goals and is reviewed as circumstances change. Investment management involves developing portfolios to address clients’ needs and return objectives, researching investments, monitoring performance, and providing clear reports. Avellie also offers tax planning, considering clients’ individual situations and the tax effects of investment decisions. For legacy planning, the firm reviews existing estate-planning documents, identifies potential gaps, and suggests improvements to support the transfer of assets to beneficiaries and help them navigate estate settlement.

Avellie is located in Scottsdale and meets with clients by appointment. Advisory services are offered through Avellie Wealth Management, LLC, a registered investment adviser in Arizona.