Avantra Family Wealth

Specializing in Wealth Management, Collaborative Divorce & Mediation

General Information
Company Name
Avantra Family Wealth
Founded Year
2017
Location (Offices)
Mechanicsburg, United States +1
Founders / Decision Makers
Number of Employees
6
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Avantra Family Wealth - Company Profile

Avantra Family Wealth is a multifamily office that focuses on wealth management, collaborative divorce, and mediation. Founded in 2017, the company is committed to building strong, trust-based relationships with its clients. As an independent firm, Avantra provides personalized attention and empathetic counsel, acting as true fiduciaries always in the best interest of their clients. The company employs a disciplined process and holistic approach in offering integrated solutions for multi-generational planning, going beyond traditional wealth management. Avantra's ultimate goal is to simplify the financial lives of its clients, allowing them the freedom to focus on what matters most. Positioned as a registered investment advisor, the company emphasizes transparency and client-centric operations. Operating in the United States, the firm specializes in Finance, Financial Services, and Wealth Management. As of now, there is no available information regarding their last investment or associated investors. For more information, visit their website to view important disclosures: [Avantra Family Wealth Important Disclosures](http://avantrafamilywealth.com/disclaimers).

Taxonomy: Wealth Management, Financial Planning, Investment Services, Multifamily Office, Concierge-style, Fiduciary, Multi-generational Planning, Holistic Approach, Collaborative Divorce, Divorce Financial Planning, Mediation, Personalized Attention, Integrated Solutions, Registered Investment Advisor, Empathetic Counsel

Funding Rounds & Investors of Avantra Family Wealth (0)

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There is no investment information

Latest News of Avantra Family Wealth

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No recent news or press coverage available for Avantra Family Wealth.

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