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Aevitas Wealth Management

Your financial partner and mentor for generations.


The 2020 holiday season was unlike any other. COVID restrictions kept Aevitas from its traditional Thanksgiving client appreciation event, and gave way to a new, meaningful acknowledgement with a philanthropic give-back. With philanthropy at the heart of both the founder and his team, clients were invited to choose one of three causes to which a donation was made in their name.  A leather coaster set was mailed to every clients’ home as thank you.

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Giving Thanks in Your Honor

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