Avant-Garde Wealth

Avant-Garde Wealth provides ongoing and hourly financial planning, investment management, and financial education through seminars and webinars for individuals (including high‑income and high‑net‑worth clients), as well as business and non‑profit clients. The firm documents client objectives and constraints in Investment Policy Statements and offers portfolio construction and continuous oversight for accounts it manages on a discretionary basis.

The firm’s investment approach emphasizes long‑term strategies grounded in academic research, primarily using index mutual funds and exchange‑traded funds, with attention to cost and tax management where appropriate. Avant‑Garde Wealth tailors allocations and monitoring to each client’s stated goals and risk profile, requires Charles Schwab Institutional as custodian, and reviews policies and portfolios at least annually.

Noteworthy elements in the brochure include an explicit practice of serving corporate and non‑profit entities alongside individual clients and a formal offering of seminars and webinars as part of its services. The brochure also references occasional recommendations of insurance products (including fixed and indexed annuities) and board service with a nonprofit, indicating a mix of client types and community engagement that may be less common for firms of comparable scale.