Avinci Wealth Management, Inc.

The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and select corporate clients. It also offers financial consulting, retirement guidance, and an estate-planning service delivered through the Wealth.com digital platform.

Portfolios are managed on a discretionary basis using exchange-traded equities and fixed-income ETF models, and the firm may engage third‑party sub-advisers and model allocations (including models accessed via Signal Securities). Its disclosure materials highlight the use of leveraged strategies and derivatives and note that borrowing and derivative exposure can be employed within separately managed accounts, which can increase volatility and liquidity risk.

The firm is affiliated with a licensed insurance agency and states that its representatives sell insurance products, including annuities, through that affiliate; the brochure describes disclosure and policy steps intended to address the resulting conflict of interest. The firm also offers no‑cost educational workshops and university retirement courses to the public and discloses a prior restriction on the principal’s insurance license in its disciplinary history.