Avaii Wealth Management

Big things are happening at Avaii Wealth Management. 👷‍♂️✨

We officially broke ground on an expansion to our Appleton office and are excited for what’s ahead. Looking forward to creating more space for client conversations, presentations, and opportunities.

We’re grateful to share that Avaii Wealth Management has made the Top 5 in the Best of the Valley Community’s Choice Awards in the Finance – Financial Planning Services category.

Thank you to everyone who helped support us through the nomination round.

Voting for the final round is now open, and we’d appreciate your support. You can vote once per day through May 18.

🗳️ Vote here: https://postcrescent.gannettcontests.com/2026-Best-of-the-Valley-WI-Communitys-Choice-Awards/gallery?group=544529

2026 Best of the Valley WI Community's Choice Awards Voting Ballot Check it out now!

Last week, we hosted a seminar on Artificial Intelligence and what it could mean for the broader economy.

Anna Nerys from BlackRock walked through how AI has evolved, where challenges are showing up, and what it could mean for markets going forward.

Thanks to everyone who attended!

Sometimes tax season isn’t just about filing—it’s about what you do next.

In this month's edition of Avaii Insights, Dave Jensen, CFP, MBA, explores what comes after you file—and how to turn your tax return into a tool for smarter financial decisions.

✅ How reviewing your tax return can uncover planning opportunities
✅ Why adjusting withholdings or estimated payments can create better balance
✅ Strategic ways to use a tax refund beyond short-term spending
✅ Contribution opportunities (like IRAs and HSAs) that may still be available
✅ How to approach tax-efficient investing throughout the year

🔗 Take a closer look: https://www.avaii.com/blog/now-what-smart-financial-moves-to-make-after-tax-season

Tax season, wrapped. 🧾

The Avaii team took a well-earned break at The 10th Frame to celebrate the close of another busy season—great company, a few strikes, and a night off well spent. 🎳

Curious about what’s happening in the financial world right now?💡

Our YouTube channel features quick, helpful videos from the Avaii team - covering everything from tax planning to the financial topics that actually matter in your day-to-day.

No fluff, just real insights from our financial planners.

Take a look: https://www.youtube.com//featured

Sometimes tax season isn’t just about filing—it’s about avoiding small mistakes that can have a bigger financial impact.

This post is part of our blog series, Avaii Insights: A Look at Financial Planning Topics – The Avaii Way, where our financial planners share practical guidance rooted in The Avaii Way – Planning Made Easy.

In this edition, our team explores:
✔️ Common tax filing mistakes that can lead to missed opportunities or delays
✔️ The importance of reporting all income sources, including investments and side work
✔️ Credits and deductions that are often overlooked but can reduce tax liability
✔️ Why waiting for all documents before filing can help avoid amended returns
✔️ How contributions and planning decisions can still impact your taxes—and why strategy matters year-round

🔗 Take a closer look before you file: https://www.avaii.com/blog/common-tax-filing-mistakes-that-can-cost-you

Nominations are now open for the Best of the Valley Community's Choice Awards.

If you’ve had a positive experience working with the financial planners at Avaii Wealth Management, we’d be grateful for your support by nominating us in the Finance – Financial Planning Services category.

The nomination round runs from March 2 through March 23, and the top five organizations in each category will advance to the final voting round.

🗳️ Submit your nomination here:
https://postcrescent.gannettcontests.com/2026-Best-of-the-Valley-WI-Communitys-Choice-Awards/gallery/?group=538534

Thank you to everyone who takes a moment to support our team.

Nominate in the 2026 Best of the Valley WI Community's Choice Awards. Users who nominate in 25 or more categories will be automatically entered to win a $250 gift card! Check it out now!