Aquinas Wealth Advisors, LLC

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Why Aquinas

Cutting edge technology and over a century of combined advsior experience coupled with deep commitment to our shared faith allow Aquinas Wealth Advisors ℠ to deliver a distinct wealth management experience to our clients. In 3 easy steps, you can start the process of getting your financial planning on track and in alignment with your Faith.
Easy as 1, 2, 3

What's your Score?

Step 1

Get your Faith & Finance Score℠
It is simple. Input a few key pieces of data to unveil your score.
Help is just a click away. Or schedule an appointment with our team, we will help you get your score at no cost and no obligation.

Step 2
Open an account with Aquinas Wealth Advisors℠
Once you receive your score, upload and transfer your assets to your faith-based portfolio. Our people and technology aim to make it simple and painless!

Step 3

Monitor your progress
We are here to help keep you on track - working to have your investments reflect
your beliefs and meet a lifetime of financial goals.
Our advisors are here to help every step of the way

Easy as 1, 2, 3