Avion Wealth, LLC

??We're honored to be a Best of The Woodlands winner for 2025!?? Thank you to all our clients and friends who voted for us. We vow to keep being the best we can be for you! Special thanks to Woodlands Online for the continued recognition. Congratulations to all the other 2025 winners - let's have a great year!?? #AvionWealth #BestOfTheWoodlands #TheWoodlandsTX #WealthManagers #FinancialServices #WealthManagement

We’ve worked with incredibly successful executives, business owners, and pilots, and a common theme we hear is "I wish I had started earlier." The second-best time? Now. Leave your insights below—what’s the best financial lesson you’ve learned so far??? #AvionWealth #WealthManagers #MoneyLessons #WealthBuilding #FinancialSuccess

?? Markets have been turbulent, and economic uncertainty is on the rise. What does it mean for your investments? In our latest video, Paul Carroll CFP? breaks down the impact of tariffs, market volatility, and why staying disciplined is key in uncertain times. We want to hear your thoughts! Comment below?? https://lnkd.in/g9hZkdsz #WealthManagement #MarketUpdate #InvestingTips #FinancialPlanning #AvionWealth #StockMarket #WealthManagers

?? Even the smartest investors make these mistakes—are you? We’ve seen incredibly successful professionals unintentionally hurt their financial future. The good news? These mistakes are avoidable. ? Failing to tax-optimize your wealth – Taxes aren’t just an April problem. A strategic approach can increase after-tax returns significantly. ? Not diversifying beyond your company stock – We see this often with executives. Overconcentration = risk. ? Waiting too long to plan for succession or estate transitions – A strong estate plan protects your wealth and your legacy. At Avion Wealth, we proactively address these pitfalls so you can focus on what you do best—building wealth, growing businesses, and enjoying life. Which mistake do you think is the most common? Share your thoughts below. ?? #AvionWealth #FinancialPlanning #WealthManagement #InvestingMistakes #FinancialTips

?? The right financial plan should give you confidence, not anxiety. At Avion Wealth, we work with high-net-worth individuals—executives, business owners, and commercial airline pilots—who share a common frustration: advisors who don’t listen, plans that lack detail, and a financial strategy that feels reactive instead of proactive. That’s why we built the Wealth Confidence Plan?—a structured, detail-oriented approach designed to eliminate uncertainty and give you control over your financial future. ?? Whether it’s navigating complex tax strategies, optimizing investments, or ensuring your wealth is structured for long-term success, we believe every financial decision should be made with clarity and purpose. We'd love to hear from you—what does financial confidence mean to you? Drop a comment below! ?? #AvionWealth #WealthManagers #WealthManagement #FinancialPlanning #FinancialConfidence #HighNetWorth

Exciting news! ?? We're thrilled to welcome Sydney Kempler as our new Marketing Coordinator at Avion! With a strong background in digital marketing and branding, Sydney brings her years of experience to the team to help us reach new business goals for 2025 and beyond. Join us in celebrating her next chapter as she helps us deliver confidence in every last detail for our clients. #AvionWealth #WealthManagers #WealthManagement #NewTeamMember #TeamGrowth #TheWoodlandsTX #MarketingCoordinator

?? Market Sell-Off: A Turning Point? Yesterday, the S&P 500 saw its worst drop of 2025, down nearly 2%, marking a 5% decline from February's high. With manufacturing slowing, inflation at 3%, and a shift from growth to value stocks, is this a pivotal moment for investors? ?? At Avion Wealth, we believe sticking to a solid plan beats market timing every time. Diversification and discipline are key. ?? Want insights on what this means for your portfolio? Let’s talk. ?? And be sure to watch Paul's full take in the video below ?? https://lnkd.in/gWMAP8HF #WealthManagement #StockMarket #AvionWealth #WealthManagers #MarketUpdate #FinancialNews

When the client review is so good it makes you cry ?? We love what we do!????? #AvionWealth #ClientReviews #WealthManagers #WealthManagement #TheWoodlandsTX #5StarReviews #GoogleReviews

????The New York Stock Exchange is taking a bold step by expanding its presence into Texas, and it's more than just a geographic move—it signals a transformative shift in the financial landscape. This expansion could reshape how businesses raise capital and how stocks are traded, opening new opportunities for investors and redefining market dynamics. Check out Paul's full take below! ?? #AvionWealth #NYSE #FinancialNews https://lnkd.in/dgiEQRqb

?? Cheers to Christopher McBee, CFP? on his two-year anniversary with the team! Thank you, Chris, for all you do to support our clients and your fellow team members. We are fortunate to be in business with YOU! #AvionWealth #WealthManagers #WealthManagement #WorkAnniversary #EmployeeAppreciation #TheWoodlandsTX