A complete list of active advisors currently associated with Avance Private Wealth LLC

Warmer can help you find a great advisor at Avance Private Wealth LLC or one who fits your needs even better.

The firm provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. While it uses percentage‑of‑AUM billing like many independents, its client mix is concentrated toward high‑net‑worth and retirement plan clients rather than a broad non‑HNW retail base. The firm prepares individualized Investment Policy Statements and typically manages accounts on a discretionary basis, employing a mix of modern portfolio theory, fundamental analysis and charting. It uses a wide range of instruments — including mutual funds, ETFs, fixed income, equities, annuities, options and margin — and provides written pension consulting plans and third‑party manager selection and monitoring for retirement plans. Distinctive for a solo independent adviser, the firm’s supervised persons are licensed insurance agents and the firm offers insurance and annuity products while disclosing related conflicts of interest. The firm also provides tax planning/preparation through affiliates and offers consulting and marketing support to other financial professionals, and it accepts complex alternatives such as hedge funds, private equity and venture capital.

To learn more about the advisors currently working at Avance Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Adam Vega	Chandler, NC	16

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