Your full-service financial concierge.
Aviator Wealth Group provides your company & family with a comprehensive wealth management suite of services, allowing you to focus on what you do best.
By delivering a bespoke financial plan built around your specific needs and wants, Aviator lays out an investment flight path to a comfortable and less uncertain future.
Plan. Perform. Arrive.
Wealth Management Services
Creating clarity within your uniquely complex financial situation
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The mighty oak of wealth grows from the tiny seeds of savings. AWG can help you build a reasonable budget that meshes with the concept of Dollar Cost Averaging...the time-proven strategy for building wealth.
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Aviator can leverage tax-efficient programs including 529s that allow you to grow your education wealth for tax free withdrawals. Recipients can be your children, your grandchildren, or even yourself, as you explore the rich learning environment of retirement.
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With thoughtful foresight and proactive planning, Aviator can help you live your best life during retirement. Overlaying tactics atop prime strategy, decisions regarding social security, 401k contributions, SEPs, SIMPLEs, SoloKs, Cash Balance Plans, Defined Benefit Plans, HSAs, and Opportunity Zone Investing can help you retire in tax-efficient comfort.
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Wise investors grow wealth, in order to spend wealth...increasing their desired quality of life. Whether you are planning on funding near-term events (house, college, travel, vacation home), or estate-planning for the distant future, the point of investing is to fund future desired expenses. Let Aviator help you invest for those events. Plan - Perform - Arrive.
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Volatility in the value of your portfolio is a necessary "price of admission" when seeking growth over time in the markets. That said, thoughtful asset allocation can lower day-to-day swings in your portfolio as we pursue longer term compounded returns.
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By building your portfolio from a globally diverse set of publicly traded equities, fixed income assets, and non-traded Alternative Investments, great results can come from low correlations between chosen assets. We can achieve the counter-intuitive result of higher average returns with lower risk and day-to-day volatility.
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Many investors naturally chase high returns, but ignore the level of risk needed to attain those high returns.
Front and center in Aviator's performance reporting are measures of not just "time weighted" rates of return, but a measure of the volatility and risk that was experienced during the measurement period. Our goal is to build portfolios that let our clients sleep well at night while growing their wealth over time.
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Investor curiosity varies, with some clients wanting to dive deeply into the metrics and analysis behind every asset-allocation decision within their investment portfolio. Aviator advisors thrive on these conversations, deftly presenting the most complex topics in a clear and easily understood transparency. During quarterly investment-review meetings, you'll be coached and educated, attaining a deeper understanding of the economy and financial markets over time.
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Decisions we make now can affect our beneficiaries for many years after we pass, and each client needs a thoughtful plan built around their unique goals and desires regarding their estate and legacy. Success in this area requires setting a proper course now, and revisiting that estate plan on a regular basis.
About Us
We are quant geeks and math-lovers who love to educate and inform our clients and their families, helping everyone soar.
At Aviator Wealth Group, we have decades of experience building financial plans, analyzing markets, and managing investment portfolios.
Within our team of associates, credentials include a PhD Economist, a CPA, a JD Tax Attorney, a CFA Institute Member, a Certified Financial Planner, an Accredited Estate Planner, a CLTC Insurance Broker, and FINRA-Licensed Investment Advisory Representatives.
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Darren has decades of experience as an academic economist and a private sector wealth manager, having served as a University Professor, CEO, CIO, CCO, COO, Portfolio Manager, Equity & Fixed Income Analyst, and 401k expert at several RIAs since the mid 90s.
Darren has notable experience with:
Portfolio Construction, Management, and Performance Reporting
Financial Analysis: Equities, Fixed Income, Alternative Investments, Real Estate Private Equity, MBS, and Qualified Opportunity Funds in the Opportunity Zone
Financial Planning and Risk Mitigation, utilizing Monte Carlo estimation and forecasting
Business Stratagy, Planning, and Development
Economic and Financial Research, Education & Presentation
Corporate Operations Management, Marketing and Sales
An avid cyclist, skier, and hockey player, Darren also enjoys the amazing rafting, fly-fishing, hunting, climbing, and mountain biking near both Denver and Bozeman offices. Perhaps a third office in Revelstoke in the near future?
FAQs
Can I afford extravagant wealth management fees?
Despite delivering a best-in-class suite of products, Aviator Wealth Group charges fees that are 35% lower than industry average, allowing you to keep more of your wealth you’ve worked so hard to accumulate.
How can Aviator provide such an affordable solution?
Many Registered Investment Advisory firms are owned by private equity partners or unproductive original founders, and these non-accretive shareholders are a burden to the fee-paying client. Aviator is employee-owned, using an efficient business model that trims unnecessary corporate fat at the highest (and most expensive) level.
Does Aviator act as my fiduciary?
Aviator always puts the client’s needs first. Aviator is a fee-only fiduciary, meaning we do not accept payment from any sources other than our clients. Many advisors are quietly paid by vendors who benefit when advisors invest client funds in the vendor-funds. Not Aviator. We benefit when our clients benefit, by equitably aligning our shared interests.
What does an Aviator financial plan look like?
We use best-practice Monte Carlo Analysis to build your financial plan from your family’s unique fact-set, and revisit and update your plan on an ongoing basis. Despite inherent economic uncertainty that exists in financial markets, an Aviator plan utilizes sound probability forecasting to provide a clarified vision of your financial future. We are “quant geeks” and math-lovers with a rare ability to discuss complex topics in a way that you can understand and appreciate. We are committed to full explanations and supportive client education every step of the way.
Contact Us
Let Aviator transport you to your desired destination in comfort—
relaxed and confident.
Intrigued? Let’s meet for a no-pressure discussion about how Aviator can add value to your world.
We’ll come to you. How easy is that?
Denver / Bozeman
Darren@AviatorWealthGroup.com
(412) AVIATOR