Avier Wealth Advisors

Specialties

We offer institutional class (lower internal fees) asset management and comprehensive financial life planning on a fee-​only* basis. We always put our client’s interests first – providing the unbiased advice and sound direction to successfully achieve your goals at every milestone.

Retirement Asset Management helps individual investors, families and business owners navigate competently through all of life’s financial stages. The low client– to-​advisor ratio provides you with great personal client services.

Our fee-​only* compensation and independence assures that our services are provided in the best interest of our clients as true fiduciaries. When you work with us, you can expect unbiased financial advice on planning your future and managing your assets as you strive to achieve your goals and dreams.

(*Through 2013, we may receive a small commission on a very limited number of life insurance policies that may be written.)

History

Established in 2000.

Dave Welty, CFP®, established Retirement Asset Management in 2000 and then combined RAM in January, 2012 with Taylor Drake, CFA, and his firm, continuing the vision of providing personal financial services to middle-​income working professionals in a manner that was friendly, unassuming and relationship-​driven. Rather than targeting just high net worth individuals, Retirement Asset Management seeks to create them by helping people put their money to work with discipline, direction and a long-​term outlook.

Today, Retirement Asset Management serves a diverse client group with a team of financial advisors and a dedicated support staff.

You will also find that we place great value in the quality of the relationship we have with you. We work hard to create an open and lasting dialog with our family of clients. Helping people navigate safely through difficult market conditions or changing life circumstances, has earned the referrals and support that have built our business.

Meet the Business Owner

Dave W.

Business Owner

After working in a commission-​based financial environment for five years, Dave felt the disconnect between selling products and working to serve his client’s best interests. He also had a desire to provide average, hard-​working professionals access to institutional class asset management and the opportunities that afforded individual investors and their families.

In 2000, he established the independent financial planning firm Retirement Asset Management. In January, 2012, Dave combined RAM with Taylor Drake, CFA, and his firm in Lake Oswego, OR. The new firm retained the dba name of Retirement Asset Management.

Dave graduated from Mesa State College in Grand Junction, Colorado with a Bachelor of Science degree in Geology. He obtained his Certified Financial Planner™ certification at the College of Financial Planning in 2000.