Avadi Wealth

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.


Advisors

Advisor photo for Brett W Meyer

Brett W Meyer

CRPC

Financial Advisor

Franchise Owner
Visit Brett W Meyer's website
Advisor photo for Warren Locke

Warren Locke

Financial Advisor

Visit Warren Locke's website
Advisor photo for Caleb Morris

Caleb Morris

Financial Advisor

Visit Caleb Morris's website


Team

Jim Matthews

Jim Matthews

Client Relationship Manager

Shannon Cavasos

Administrative Assistant,

Office Manager