Aviance Capital Partners
Overview
Aviance Capital Partners is a privately owned investment advisory firm based in Naples, Florida. The firm specializes in providing personalized wealth management and financial planning services, focusing on retirement income planning, tax-efficient investing, and customized portfolio management. Their approach combines expert guidance with a proprietary investment platform to help clients achieve their financial goals. The firm's investment strategy encompasses a range of asset classes, including fixed income and private equity, targeting various stages such as growth, late stage, pre-IPO, and buyouts. Aviance Capital Partners primarily serves high-net-worth individuals and families, offering tailored solutions to meet their unique financial needs. With a team of highly credentialed professionals, Aviance Capital Partners emphasizes a client-first approach, aiming to build long-term relationships that adapt as clients' lives evolve. Their mission is to provide coordinated and consolidated wealth plans that optimize efficiency, decrease potential tax exposure, and enhance the impact of charitable gifts.
Investment Focus
- High-net-worth individuals and families seeking personalized wealth management and financial planning services
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Frequently asked questions about Aviance Capital Partners
What sectors does Aviance Capital Partners invest in?
Aviance Capital Partners invests in Financial Services, Wealth Management and Risk Management, and is based in Naples, Florida, United States. Aviance Capital Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Aviance Capital Partners invest at?
Aviance Capital Partners backs companies at Growth, Late Stage, Pre-IPO and Buyout.
Which regions does Aviance Capital Partners invest in?
Aviance Capital Partners invests across United States.
Who are the partners at Aviance Capital Partners?
Team members listed for Aviance Capital Partners include Jack Brown (CIO, Managing Partner) and Jeffrey Pike (Chief Operating Officer).
How do I contact Aviance Capital Partners?
Aviance Capital Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
