We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management.
Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals.
Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel. To succeed, we act as true fiduciaries, always in the best interest of our clients.
We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives.
Our service-minded team of professionals is fully committed to delivering the highest quality service in fulfilling our clients’ every need.
Avantra helps our clients confidently handle their financial lives – from raising fiscally responsible children to growing investment portfolios, from fulfilling philanthropic dreams to enjoying the life and leisure they deserve.