Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you. *Securities and advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.