Avera Capital Wealth Management is a registered investment advisor registered with the SEC. Avera Capital Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Avera Capital Wealth Management maintains clients. Avera Capital Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Avera Capital Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Avera Capital Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Avera Capital Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Avera Capital Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Avera Capital Wealth Management please contact the SEC or the state securities regulators for those states in which Avera Capital Wealth Management maintains a filing. A copy of Avera Capital Wealth Management’s current written disclosure statement discussing Avera Capital Wealth Management’s business operations, service, and fees is available from Avera Capital Wealth Management upon written request. Avera Capital Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Avera Capital Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Avera Capital Wealth Management’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Avera Capital Wealth Management, or from any other investment professional. 

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Avera Capital Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Avera Capital Wealth Management’s web-site and assume total responsibility and risk for your use of the sites you are linking to.

101 S. 3rd Street
Suite 300
Grand Junction, CO 81501
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.