The Avantra Difference
We distinguish ourselves from the average wealth management firm by offering several distinctive advantages:
We provide a comprehensive array of family office services for clients especially challenged by multi-generational financial issues. The majority of our clients are Baby Boomers, so we have deep experience helping this “sandwich generation” solve for issues such as financing elder care as well as college tuition – without losing sight of individual retirement planning needs.
Focus on Emerging Wealth
We have also built an expertise in guiding the next generation of high-level wage earners, as they embark on their own journey of discovering how they wish to impact the world in which they live and work.
Concierge Service Focus
Staffed by a service-minded team of professionals, we are fully committed to delivering the highest quality service in fulfilling our clients’ every need. We recognize that a holistic approach to helping simplify each client’s life leads to a better understanding of it, and results in an enhanced ability to help manage and grow that client’s complete financial profile.
As an independent advisory firm, we are proudly conflict-free, offering truly objective advice, supported by a fee-based arrangement. We are supported by Schwab Advisor Services and several other key partners, whose aggregated expertise gives Avantra a valuable competitive advantage in sourcing products, platforms and services from across the industry.