Avantra Family Wealth

www.avantrafamilywealth.com

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. Avantra Family Wealth LLC is a registered investment advisor. Please view our important disclosures at: http://avantrafamilywealth.com/disclaimers

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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. Avantra Family Wealth LLC is a registered investment advisor. Please view our important disclosures at: http://avantrafamilywealth.com/disclaimers

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Country

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State

Pennsylvania

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Employees

1-10

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Founded

2017

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Social

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Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Partner; Senior Family Wealth Advisor; Collaborative Divorce Financial Professional

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Chief Executive Officer; Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Client Experience Associate

    Email ****** @****.com
    Phone (***) ****-****

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