A trusted partner for those who
expect more. Investing, planning,
advising for individuals and families,
trusts, non-profits and foundations.

EXPECT MORE

AVALON TRUST offers the expertise of an investment firm and wealth planning practice, with the resources of trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client a product of our best thinking. Our independence allows us to be innovative and nimble in ever-changing environments. We think critically, employ creative approaches and access a breadth of resources on your behalf, creating a collaborative partnership that delivers peace of mind for all financial matters. 

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WHY AVALON TRUST

OVER THE YEARS, AVALON HAS FOUND A FEW BASIC PRINCIPLES IN OUR BUSINESS TO BE TRUE:

—  dedication to strong and enduring client relationships 

—  expertise in disciplined wealth and investment management 

—  unparalleled attention and understanding of individual client needs 

 

While we tailor our strategies and resources for every client, our fundamentals never waver. 

 

We deliver outstanding results, backed by expert counsel and advice, and treat each and every client as if he or she were our only one. 

SANTA FE

125 Lincoln Avenue, Suite 301

Santa Fe, New Mexico 87501

T 505 983 1111

NEW YORK AREA

65 N Maple Street, Suite 300

Ridgewood, New Jersey 07450

T 201 251 9553

PORTLAND

1306 NW Hoyt Street, Suite 408

Portland, Oregon 97209

T 503 417 3481