From Coast to Coast: A Little Inspiration from California

 Recently, we had the opportunity to travel to California to attend the Canva Conference—an experience that left us feeling energized, creative, and full of fresh ideas. It was an incredible few days of learning, connecting, and finding new ways to elevate how we show up for you!

While we were there, we also made it a point to explore a few places that have been on our bucket list for years. From scenic coastlines to unforgettable views, it was one of those trips that fills your cup in all the right ways and reminds you how important it is to step away, recharge, and experience something new!

We came back feeling inspired not only professionally, but personally as well—with new perspectives, renewed creativity, and plenty of ideas we’re excited to bring into what we do every day.

As always, thank you for being part of our journey! We love sharing these moments with you and look forward to continuing to grow, create, and connect together!

Warmly,

The AVA Wealth Advisors Team

At a conference that I recently attended, one of the key topics of discussion was the uptick in cyber security crimes with the use of Artificial Intelligence. The protection of your identity and assets is of utmost importance to us and ensuring you have all the tools to send us information securely.

How to Share Sensitive Information With Us Securely

There are two ways to send us your sensitive information securely. Whether you are sending documents or other personal information, we
encourage you to use either of the methods below!

Sending secure emails: add "##" before your subject line

Example -- Subject: ##Financial Documents - Jones Family

Upload to "the vault" on your Living Balance Sheet account

Not sure how? Ask and I will be happy to assist!