Broker Check
Avondale Wealth Advisors

904 Margaret Street

Suite 202
Jacksonville, Florida 32204

(904) 683-6211

Wealth Vision

  • Avondale Wealth Advisors offer all clients a robust financial planning and aggregation tool called Wealth Vision.
  • Wealth Vision is designed to be a one-point portal for aggregating our clients accounts on a nightly basis. Our clients may have accounts at various financial institutions but they have one location to see updated balances.
  • Each client has access to their own Vault where the majority of important documents can be stored. Some examples of typical items placed in this virtual store:
    • Wills
    • Trusts
    • Deeds
    • Powers of Attorney
    • Photos
    • Videos of personal possessions
    • Insurance policies
    • Passports
    • Drivers Licenses