Overview
By providing clear, intelligent solutions, generated by applying a holistic approach and original thinking, Avantra Family Wealth is committed to instilling our clients with the confidence to make informed decisions about their financial challenges and goals.
We enhance the results of our planning and recommendations by offering a premier-level concierge service that alleviates anxiety, promotes a simplification of priorities, and delivers the freedom to allow our clients to spend more time on things that matter most to them.
As part of our comprehensive approach to wealth management, we offer advice and guidance on investment strategies, portfolio management, income generation, retirement planning, healthcare cost planning, as well as overall financial efficiency.
We are deeply committed to a disciplined risk management process that accounts for all financial assets and interests. Our focus areas include investment risk management, insurance strategies, and cash flow analysis.
Strategic Wealth Services
- Cash management
- Family financial education
- Investment strategies
- Retirement goals and needs
- Liability management
- Tax minimization strategies
- Life and long-term care insurance
