A complete list of active advisors currently associated with Avantra Family Wealth, Inc.

Warmer can help you find a great advisor at Avantra Family Wealth, Inc. or one who fits your needs even better.

Avantra Family Wealth provides investment advisory and comprehensive wealth management to individuals, high net worth clients, trusts and estates, offering customized investment management alongside financial planning and related services. The firm also discloses a practice area in divorce financial planning and may serve as a mediator or financial neutral in collaborative divorce matters. Portfolios are constructed primarily with mutual funds, ETFs, individual equities and fixed-income securities using fundamental analysis supplemented by proprietary and technical strategies, with a generally long-term orientation while permitting shorter-term or more active trading when aligned with client objectives. Avantra serves as a fiduciary, manages many accounts on a discretionary basis, may recommend retirement-plan rollovers when appropriate, and at times implements client assets through unaffiliated independent managers while retaining oversight. As a small advisory team—three advisors managing roughly $221.6 million for about 223 clients—the firm combines traditional wealth management with niche divorce-planning expertise and family-focused services that are less common among peers. The brochure also discloses that several advisory persons maintain broker-dealer and insurance licenses (and the firm participates in an institutional custodian platform), and it describes written controls—such as a Code of Ethics and supervisory procedures—to address related conflicts like personal trading and dual-business activities.

To learn more about the advisors currently working at Avantra Family Wealth, Inc., 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.