Avanti Wealth Management

Avanti Wealth Management serves individuals—including both high‑net‑worth and non‑HNW clients—as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers integrated wealth management services that include financial planning, portfolio management, pension consulting, estate‑document facilitation through a third‑party technology provider, and educational workshops and seminars.

Portfolios and plans are tailored to each client’s objectives and monitored on an ongoing basis, with discretionary authority used for implementation when agreed. Avanti combines in‑house analysis with third‑party model portfolios and sub‑advisers via the Prosperity Capital Advisors TAMP/SMA platform, and may utilize a range of strategies—from long‑term fundamental approaches to occasional use of margin, options, short‑term trading, or short sales where appropriate for a client’s risk profile.

Noteworthy distinctions include the advisors’ dual roles as registered representatives of a broker‑dealer and licensed insurance agents, which allows for commission‑based sales in addition to advisory fees, and a principal’s shareholding in the Timothy Funds manager, which may present an indirect benefit when those funds are recommended. The firm also discloses receiving tiered cash payments and other support from Prosperity Capital Advisors and routed custody through Charles Schwab for execution and operational services—arrangements the firm identifies as potential conflicts of interest and says it manages.