Avantra Family Wealth Revenue and Competitors

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.\n\nDriving 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.\n\nWe 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.\n\nAvantra Family Wealth, Inc. is a registered investment advisor. Avantra Family Wealth provides investment advisory and related services for clients nationally. Avantra Family Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.avantrafamilywealth.com