Jason Apolenis
Avenue Wealth
Vienna, Virginia
Contact
How to contact
jma@avenuewealth.com
Professional Profile
Call Me When
You want to coordinate your business, personal, and charitable goals
Professions
Insurance
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Business management
Charitable giving
Employee engagement/ retention
ESOPs
Estate planning
Family business
Investments
Strategic planning
Trusts
Exit/Transition Planning
Professional Certification
CFP
Client Industries
Business Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Wholesale/Distribution
Chapter information
Membership
DC Metro Individual
Member since
Member for 7 years
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