Avier Wealth Advisors

CEO Stuart A. Jones Jr. leads the firm's investment committee and overall asset management strategy, supported by Managing Director Russell E. Bekins. The team constructs portfolios using a combination of in-house research and third-party manager due diligence, with a heavy emphasis on tax-aware implementation for clients holding concentrated equity positions.

Avier specializes in pre- and post-liquidity planning for corporate executives holding large blocks of employer stock. The firm coordinates with tax counsel on 10b5-1 trading plans, options exercise strategies, charitable remainder trusts, and donor-advised fund contributions — designing exit sequences that minimize tax drag before deploying proceeds into diversified portfolios.

Avier is a registered investment advisor, not a single-family office. However, many of its client engagements function as outsourced family-office arrangements, with Avier coordinating estate attorneys, CPAs, and corporate plan administrators for tech families navigating liquidity events.

The firm is built almost entirely around Pacific Northwest technology executives and corporate directors — particularly those at Microsoft, Amazon, and other large Seattle-area employers. Client engagements typically begin when stock-based compensation represents the dominant portion of net worth.

No. Avier was founded as an independent RIA, deliberately breaking from the wirehouse model. Stuart Jones Jr. established the firm to operate without proprietary product mandates or institutional conflicts, and it remains independently owned with no parent company.

As a fee-only RIA, Avier charges clients directly through assets-under-management fees and, in some cases, flat planning retainers. The firm does not accept commissions, referral fees, or revenue-sharing from product providers, aligning its compensation with the fiduciary standard it maintains.

Avier coordinates donor-advised fund structuring and charitable remainder trust planning, often as tax-mitigation tools paired with large equity dispositions. The firm does not maintain a separate philanthropic foundation; charitable strategy is integrated directly into the broader wealth-planning engagement.