Tailored Advice to Simplify Your Finances
Navigating your financial future may feel like a daunting task, but you don’t have to do it alone. Finding a wealth advisor that truly invests in YOU can make all the difference, and that’s where our team comes into the picture. We’re the ‘WHO’ you’ve been searching for to take care of the ‘HOW’ in managing your finances. In this fast-paced world filled with countless financial options, it’s completely understandable that as a busy professional, you may not have the time to keep up with investment management, tax code analysis, new estate planning laws, or the development of ever-changing strategies. Aurion is here to support you, shoulder that load, and help you conquer the financial landscape with confidence and ease.
At Aurion Wealth Management, our primary clients are professionals, executives, and families enjoying successful careers and flourishing businesses who wish to entrust their personal financial matters to an expert team. Our team of advisors guide you towards making well-informed decisions to maximize your financial outcomes. Our main headquarters is located in Central Florida, however we proudly serve clients throughout the United States. We facilitate numerous client interactions through sophisticated virtual conferencing platforms. For clients who prefer face-to-face interaction, our team is equipped and available to accommodate in-person meetings upon request, as well as out of state meetings for those clients meeting certain qualifications.
To create a plan tailored to your financial goals, we need to understand your unique situation.
Click here to start your personalized plan!Our organization is guided by four core values:
Compatibility, Confidence, Customization, and Collaboration.
Compatibility
We believe that Compatibility is essential in building successful relationships between our firm and our clients. It is important that both parties are a good fit for one another, be it on a personal or professional level. That's why we encourage both the client and our investment managers to evaluate their compatibility before entering into a partnership.
Confidence
Confidence is cultivated through consistent actions and clear communication. We commit to building trust by consistently delivering on expectations and conducting ourselves with complete integrity. Clients can have complete confidence in our ability to act as not just wealth managers but trusted consultants.
Customization
Customization is key to our client-centric approach. Recognizing that each client is unique, we craft custom portfolios to cater to individual needs and wants. This client-focused strategy includes continuous communication and tailored market updates, ensuring clients feel cared for and confident in their customized investment strategies.
Collaboration
Collaboration is key to building strong relationships with our clients. We believe that by including them in the decision-making process, we can develop a deeper understanding of their goals and objectives. We encourage our clients to stay involved in their portfolio without the burden of day-to-day asset management, providing them with regular market updates to keep them informed and engaged.
Gold Medal Services
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for increasing tax reduction strategies
- Annual review of your tax situation and planning to incorporate any new tax law changes
Retirement Income, Distribution & Care Planning
- Analysis of your current and future income needs
- Insurance planning and analysis, Long Term- Care Reviews and planning
Family Wealth Planning
- Analysis of your current estate plan
- Review of strategies to efficiently transfer wealth to your loved ones
Client Services & Communications
- Weekly Newsletter to keep you apprised of the most current planning strategies
- Dedicated staff and back office
- Special reports on how to help reduce your taxes and other important topics
Our 7 Step Financial Planning Process
At Aurion Wealth Management, we believe that financial planning is the foundation for sound investment management. Before we work with you, we must know you. Just as no architect would bring building blueprints to the first meeting with a client, we have no preconceptions about how we will advise you until we have completed a process of mutual discovery.
Our Florida-based wealth advisors move through a comprehensive 7-step onboarding process to ensure that we understand your financial situation and goals. Often, individuals first seek the expertise of a financial advisor at significant crossroads in their lives. These may include moments when financial decisions seem increasingly intricate, such as planning for retirement, handling a career transition, managing an inheritance, or aiming for an enhanced financial future.
These clients understand that professional guidance can help them confidently navigate through the complexities of financial planning. Some simply desire a second opinion on their current financial strategies. Regardless of the specific reason, the common thread is the recognition that informed decision-making, facilitated by a trusted advisor, can align their financial choices with their unique life circumstances and financial goals.
We prioritize understanding your unique financial situation before providing advice. Our 7-step Financial Planning process allows us to tailor our services to your specific needs, so you can achieve your financial goals with confidence.
Client-Centered Financial Planning
We will collaborate with your other professional advisors, such as your attorney and accountant, and keep everyone informed of progress with regular to-do lists and progress reports. Although we schedule regular reviews, we are always available to talk if you need to discuss any concerns or questions you may have.
- Goal-oriented
- Client-centric
- Comprehensive analysis
- Risk management
Wealth Advisors
Our Dedicated Support Team
Cathy Asch
Client Services Director
Sandy Lake
Client Services Associate
Laura Lyons
Client Services Associate
Meet our Team of dedicated investment professionals
Our team is partnered with New Edge Advisors, a cutting-edge platform designed by advisors for advisors, to enhance our ability to serve our clients. This partnership enables us to provide independent advisory practices like ours with a comprehensive suite of capabilities and resources, such as access to a range of custodial platforms, advanced technology solutions, and robust back-office support.
The New Edge platform empowers our team of dedicated professionals, including certified financial analysts and stock advisors, to better serve our clients with greater efficiency and effectiveness. To learn more about how our partnership with New Edge Advisors can benefit you, please visit our website at
Ryan Geschke
Managing Director - Trading & Investments
Arianna Rodriguez
Senior Portfolio Manager
Bennett Duffy
Trader
Bryce Miller
Trader
Damon Marty
Head of Trading/TAMP Manager
George Sins
Portfolio Manager
Jack Rovetto
Portfolio Manager
Josh White
Trading Associate
Enrich your knowledge on our dedicated insights site
Click here to visit our Aurion Insights site to get started and learn more about financial literacy
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